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 | $3,894 | $176,812-97.8% | $146,665-97.3% | $167,490-97.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,662 | $5,160-67.8% | $4,136-59.8% | $4,837-65.6% |
| Participant deferral / active EE | $2,019 | $6,440-68.6% | $5,506-63.3% | $6,341-68.2% |
| Admin fee / account holder | $5 | $13,259-100.0% | $10,280-99.9% | $12,309-100.0% |