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 | $7,881 | $82,664-90.5% | $125,339-93.7% | $68,494-88.5% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,201 | $3,381-5.3% | $4,814-33.5% | $2,596+23.3% |
| Participant deferral / active EE | $6,210 | $6,110+1.6% | $7,446-16.6% | $4,027+54.2% |
| Admin fee / account holder | $295 | $6,275-95.3% | $10,010-97.1% | $5,403-94.5% |