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 5-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 | $7,451 | $124,319-94.0% | $111,297-93.3% | $167,490-95.6% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,980 | $3,435-42.4% | $2,731-27.5% | $4,837-59.1% |
| Participant deferral / active EE | $3,148 | $5,180-39.2% | $4,487-29.8% | $6,341-50.4% |
| Admin fee / account holder | $216 | $10,618-98.0% | $7,964-97.3% | $12,309-98.2% |