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 | $4,542 | $99,640-95.4% | $86,436-94.7% | $134,475-96.6% |
| Participation rate | 94.4% | 82.0%+12.4pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | 1.02% | 6782.58%-6781.6pp | 4394.89%-4393.9pp | 417.96%-416.9pp |
| Employer contribution / active EE | $1,193 | $4,400-72.9% | $3,769-68.3% | $4,740-74.8% |
| Participant deferral / active EE | $2,551 | $7,246-64.8% | $6,952-63.3% | $6,400-60.1% |
| Admin fee / account holder | $122 | $8,371-98.5% | $6,731-98.2% | $11,426-98.9% |