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 | $5,491 | $52,279-89.5% | $89,391-93.9% | $79,858-93.1% |
| Participation rate | 97.1% | 57.5%+39.5pp | 68.0%+29.1pp | 69.6%+27.4pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,891 | $1,572+20.3% | $2,586-26.9% | $2,471-23.5% |
| Participant deferral / active EE | $2,907 | $2,740+6.1% | $3,890-25.3% | $3,740-22.3% |
| Admin fee / account holder | $120 | $3,356-96.4% | $4,881-97.5% | $5,306-97.7% |