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 6-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 | $11,654 | $83,477-86.0% | $125,175-90.7% | $72,985-84.0% |
| Participation rate | 87.0% | 73.3%+13.7pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,684 | $2,345+14.5% | $3,865-30.6% | $2,440+10.0% |
| Participant deferral / active EE | $4,823 | $3,585+34.5% | $4,937-2.3% | $3,607+33.7% |
| Admin fee / account holder | $160 | $5,517-97.1% | $9,702-98.3% | $5,124-96.9% |