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 | $6,472 | $78,672-91.8% | $109,143-94.1% | $85,850-92.5% |
| Participation rate | 93.0% | 68.3%+24.7pp | 75.9%+17.1pp | 69.3%+23.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,537 | $2,735-7.2% | $3,722-31.8% | $2,565-1.1% |
| Participant deferral / active EE | $3,465 | $3,467-0.1% | $4,653-25.5% | $3,952-12.3% |
| Admin fee / account holder | $132 | $5,469-97.6% | $6,752-98.0% | $6,260-97.9% |