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 | $2,753 | $99,985-97.2% | $146,665-98.1% | $85,850-96.8% |
| Participation rate | 96.3% | 73.1%+23.2pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,866 | $4,006-53.4% | $5,506-66.1% | $3,952-52.8% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |