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 | $21,839 | $149,734-85.4% | $118,925-81.6% | $158,922-86.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,399 | $4,115-41.7% | $3,263-26.5% | $4,761-49.6% |
| Participant deferral / active EE | $4,104 | $5,223-21.4% | $4,265-3.8% | $5,982-31.4% |
| Admin fee / account holder | $15 | $8,603-99.8% | $6,581-99.8% | $11,246-99.9% |