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 | $14,126 | $167,307-91.6% | $143,757-90.2% | $134,475-89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.42% | 0.46%0pp | -0.04%+0.5pp | 417.96%-417.5pp |
| Employer contribution / active EE | $1,882 | $5,619-66.5% | $4,951-62.0% | $4,740-60.3% |
| Participant deferral / active EE | $5,400 | $6,446-16.2% | $5,637-4.2% | $6,400-15.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |