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 6-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 | $26,601 | $78,422-66.1% | $95,952-72.3% | $79,858-66.7% |
| Participation rate | 91.0% | 73.5%+17.5pp | 77.1%+13.9pp | 69.6%+21.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,290 | $1,945+69.1% | $2,541+29.5% | $2,471+33.2% |
| Participant deferral / active EE | $5,641 | $3,440+64.0% | $4,167+35.4% | $3,740+50.8% |
| Admin fee / account holder | $248 | $5,622-95.6% | $6,795-96.4% | $5,306-95.3% |