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 5-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 | $7,855 | $127,264-93.8% | $109,895-92.9% | $167,490-95.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,402 | $3,322+2.4% | $2,842+19.7% | $4,837-29.7% |
| Participant deferral / active EE | $4,071 | $4,514-9.8% | $4,048+0.6% | $6,341-35.8% |
| Admin fee / account holder | $4 | $7,114-99.9% | $6,066-99.9% | $12,309-100.0% |