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 | $4,518 | $73,933-93.9% | $96,683-95.3% | $75,163-94.0% |
| Participation rate | 76.5% | 66.4%+10.0pp | 74.3%+2.1pp | 67.2%+9.3pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,363 | $2,928-53.4% | $3,737-63.5% | $2,670-48.9% |
| Participant deferral / active EE | $1,977 | $3,659-46.0% | $4,878-59.5% | $4,125-52.1% |
| Admin fee / account holder | $24 | $5,216-99.5% | $6,730-99.6% | $5,651-99.6% |