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 9-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 | $5,911 | $76,552-92.3% | $123,892-95.2% | $62,891-90.6% |
| Participation rate | 78.7% | 73.0%+5.7pp | 81.4%-2.7pp | 69.3%+9.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,785 | $2,883-38.1% | $4,617-61.3% | $2,281-21.8% |
| Participant deferral / active EE | $3,038 | $4,840-37.2% | $5,984-49.2% | $3,203-5.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |