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 | $17,159 | $85,766-80.0% | $136,294-87.4% | $70,131-75.5% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,195 | $2,966-26.0% | $4,695-53.2% | $2,342-6.3% |
| Participant deferral / active EE | $3,616 | $5,051-28.4% | $6,247-42.1% | $3,332+8.5% |
| Admin fee / account holder | $271 | $5,420-95.0% | $9,243-97.1% | $4,645-94.2% |