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 | $7,517 | $79,428-90.5% | $106,548-92.9% | $79,386-90.5% |
| Participation rate | 91.6% | 74.1%+17.5pp | 76.1%+15.5pp | 70.7%+20.9pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $1,507 | $2,234-32.5% | $2,819-46.5% | $2,427-37.9% |
| Participant deferral / active EE | $2,250 | $3,823-41.1% | $4,398-48.8% | $4,046-44.4% |
| Admin fee / account holder | $27 | $523-94.9% | $7,407-99.6% | $626-95.7% |