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 | $4,425 | $106,515-95.8% | $96,683-95.4% | $139,434-96.8% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,830 | $4,103-55.4% | $3,737-51.0% | $4,751-61.5% |
| Participant deferral / active EE | $2,876 | $5,454-47.3% | $4,878-41.0% | $6,710-57.1% |
| Admin fee / account holder | $2 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |