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 3-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 | $2,825 | $73,933-96.2% | $96,683-97.1% | $75,163-96.2% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,086 | $2,928-62.9% | $3,737-70.9% | $2,670-59.3% |
| Participant deferral / active EE | $1,948 | $3,659-46.8% | $4,878-60.1% | $4,125-52.8% |
| Admin fee / account holder | $58 | $5,216-98.9% | $6,730-99.1% | $5,651-99.0% |