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 | $7,855 | $103,376-92.4% | $87,100-91.0% | $152,861-94.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,223 | $3,220-62.0% | $2,521-51.5% | $4,762-74.3% |
| Participant deferral / active EE | $6,278 | $4,778+31.4% | $4,049+55.1% | $5,850+7.3% |
| Admin fee / account holder | $205 | $12,205-98.3% | $7,497-97.3% | $11,596-98.2% |