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 | $4,062 | $124,281-96.7% | $109,143-96.3% | $167,490-97.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,039 | $4,207-75.3% | $3,722-72.1% | $4,837-78.5% |
| Participant deferral / active EE | $3,011 | $5,255-42.7% | $4,653-35.3% | $6,341-52.5% |
| Admin fee / account holder | $92 | $7,970-98.9% | $6,752-98.6% | $12,309-99.3% |