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 3-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 | $5,982 | $133,958-95.5% | $112,228-94.7% | $134,475-95.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,478 | $4,038-38.6% | $3,635-31.8% | $4,740-47.7% |
| Participant deferral / active EE | $2,904 | $5,291-45.1% | $4,728-38.6% | $6,400-54.6% |
| Admin fee / account holder | $67 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |