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 | $5,878 | $58,512-90.0% | $84,015-93.0% | $72,985-91.9% |
| Participation rate | 73.5% | 61.2%+12.2pp | 69.0%+4.5pp | 69.5%+4.0pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,694 | $1,163+45.7% | $1,983-14.6% | $2,440-30.6% |
| Participant deferral / active EE | $3,572 | $2,394+49.2% | $3,239+10.3% | $3,607-1.0% |
| Admin fee / account holder | $33 | $4,569-99.3% | $6,101-99.5% | $5,124-99.4% |