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 4-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 | $16,931 | $167,307-89.9% | $143,757-88.2% | $134,475-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.70% | 0.46%+1.2pp | -0.04%+1.7pp | 417.96%-416.3pp |
| Employer contribution / active EE | $4,775 | $5,619-15.0% | $4,951-3.6% | $4,740+0.7% |
| Participant deferral / active EE | $6,496 | $6,446+0.8% | $5,637+15.2% | $6,400+1.5% |
| Admin fee / account holder | $186 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |