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 | $11,263 | $93,571-88.0% | $135,903-91.7% | $75,163-85.0% |
| Participation rate | 71.7% | 75.2%-3.5pp | 81.9%-10.2pp | 67.2%+4.5pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,409 | $3,537-31.9% | $4,856-50.4% | $2,670-9.8% |
| Participant deferral / active EE | $4,526 | $6,404-29.3% | $7,758-41.7% | $4,125+9.7% |
| Admin fee / account holder | $114 | $6,975-98.4% | $10,762-98.9% | $5,651-98.0% |