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 | $6,113 | $104,664-94.2% | $85,682-92.9% | $167,490-96.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,924 | $3,337-42.4% | $2,618-26.5% | $4,837-60.2% |
| Participant deferral / active EE | $3,977 | $4,824-17.6% | $3,923+1.4% | $6,341-37.3% |
| Admin fee / account holder | $3 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |