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 | $4,825 | $149,734-96.8% | $118,925-95.9% | $158,922-97.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,533 | $4,115-38.4% | $3,263-22.3% | $4,761-46.8% |
| Participant deferral / active EE | $3,642 | $5,223-30.3% | $4,265-14.6% | $5,982-39.1% |
| Admin fee / account holder | $160 | $8,603-98.1% | $6,581-97.6% | $11,246-98.6% |