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 7-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 | $6,567 | $82,664-92.1% | $125,339-94.8% | $68,494-90.4% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | 11.57% | -5.97%+17.5pp | 572.05%-560.5pp | -7.84%+19.4pp |
| Employer contribution / active EE | $1,330 | $3,381-60.7% | $4,814-72.4% | $2,596-48.8% |
| Participant deferral / active EE | $3,739 | $6,110-38.8% | $7,446-49.8% | $4,027-7.2% |
| Admin fee / account holder | $277 | $6,275-95.6% | $10,010-97.2% | $5,403-94.9% |