See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,755 | $115,882-87.3% | $100,516-85.3% | $158,922-90.7% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,686 | $4,103-58.9% | $3,418-50.7% | $4,761-64.6% |
| Participant deferral / active EE | $4,092 | $6,674-38.7% | $6,270-34.7% | $5,982-31.6% |
| Admin fee / account holder | $58 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |