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 | $14,982 | $110,257-86.4% | $96,544-84.5% | $139,434-89.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,180 | $3,620+15.5% | $2,965+41.0% | $4,751-12.0% |
| Participant deferral / active EE | $7,567 | $5,548+36.4% | $4,851+56.0% | $6,710+12.8% |
| Admin fee / account holder | $54 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |