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 | $7,231 | $69,515-89.6% | $86,874-91.7% | $85,850-91.6% |
| Participation rate | 96.3% | 66.3%+30.0pp | 71.6%+24.7pp | 69.3%+27.0pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,676 | $1,880+42.3% | $2,495+7.2% | $2,565+4.3% |
| Participant deferral / active EE | $4,492 | $2,919+53.9% | $3,699+21.4% | $3,952+13.7% |
| Admin fee / account holder | $298 | $5,972-95.0% | $5,828-94.9% | $6,260-95.2% |