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 | $4,699 | $72,277-93.5% | $101,248-95.4% | $79,858-94.1% |
| Participation rate | 74.4% | 68.5%+5.9pp | 75.8%-1.4pp | 69.6%+4.7pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,271 | $2,692-52.8% | $3,660-65.3% | $2,471-48.6% |
| Participant deferral / active EE | $1,682 | $3,282-48.7% | $4,370-61.5% | $3,740-55.0% |
| Admin fee / account holder | $100 | $4,400-97.7% | $5,945-98.3% | $5,306-98.1% |