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 | $5,165 | $65,041-92.1% | $90,951-94.3% | $79,858-93.5% |
| Participation rate | 96.2% | 61.6%+34.5pp | 69.0%+27.1pp | 69.6%+26.5pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,463 | $1,247+17.3% | $2,122-31.1% | $2,471-40.8% |
| Participant deferral / active EE | $3,274 | $2,512+30.3% | $3,373-2.9% | $3,740-12.5% |
| Admin fee / account holder | $9 | $4,536-99.8% | $5,959-99.8% | $5,306-99.8% |