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 | $11,228 | $70,475-84.1% | $100,516-88.8% | $79,858-85.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,804 | $2,165+29.6% | $3,418-17.9% | $2,471+13.5% |
| Participant deferral / active EE | $4,113 | $5,181-20.6% | $6,270-34.4% | $3,740+10.0% |
| Admin fee / account holder | $52 | $4,478-98.8% | $8,081-99.4% | $5,306-99.0% |