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 10-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 | $7,379 | $153,772-95.2% | $133,980-94.5% | $273,961-97.3% |
| Participation rate | 73.9% | 88.4%-14.5pp | 87.1%-13.2pp | 83.0%-9.1pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,173 | $6,029-64.0% | $5,211-58.3% | $4,869-55.4% |
| Participant deferral / active EE | $4,516 | $6,958-35.1% | $6,282-28.1% | $5,287-14.6% |
| Admin fee / account holder | $89 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |