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 8-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 | $19,610 | $211,958-90.7% | $169,463-88.4% | $135,375-85.5% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,191 | $5,120-76.7% | $4,159-71.4% | $4,779-75.1% |
| Participant deferral / active EE | $4,409 | $6,075-27.4% | $5,277-16.5% | $5,609-21.4% |
| Admin fee / account holder | $124 | $11,471-98.9% | $9,109-98.6% | $10,827-98.9% |