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 | $12,606 | $117,381-89.3% | $99,443-87.3% | $152,861-91.8% |
| Participation rate | 77.8% | 77.5%+0.2pp | 73.8%+3.9pp | 82.4%-4.7pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,088 | $3,013-63.9% | $2,540-57.1% | $4,762-77.1% |
| Participant deferral / active EE | $8,628 | $4,086+111.2% | $3,619+138.4% | $5,850+47.5% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |