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 | $3,257 | $228,332-98.6% | $185,823-98.2% | $158,922-98.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,104 | $4,967-77.8% | $4,087-73.0% | $4,761-76.8% |
| Participant deferral / active EE | $1,423 | $6,415-77.8% | $5,632-74.7% | $5,982-76.2% |
| Admin fee / account holder | $115 | $11,864-99.0% | $9,500-98.8% | $11,246-99.0% |