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 | $10,918 | $106,515-89.7% | $96,683-88.7% | $139,434-92.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,049 | $4,103-50.1% | $3,737-45.2% | $4,751-56.9% |
| Participant deferral / active EE | $6,330 | $5,454+16.1% | $4,878+29.8% | $6,710-5.7% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |