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 5-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 | $9,742 | $149,734-93.5% | $118,925-91.8% | $158,922-93.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,099 | $4,115-24.7% | $3,263-5.0% | $4,761-34.9% |
| Participant deferral / active EE | $4,378 | $5,223-16.2% | $4,265+2.6% | $5,982-26.8% |
| Admin fee / account holder | $9 | $8,603-99.9% | $6,581-99.9% | $11,246-99.9% |