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 | $10,953 | $77,419-85.9% | $69,455-84.2% | $152,861-92.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.4%+6.4pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,220 | $3,315-63.2% | $2,779-56.1% | $4,762-74.4% |
| Participant deferral / active EE | $3,289 | $4,414-25.5% | $3,535-7.0% | $5,850-43.8% |
| Admin fee / account holder | $266 | $6,207-95.7% | $3,839-93.1% | $11,596-97.7% |