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 | $13,351 | $79,449-83.2% | $189,557-93.0% | $85,850-84.4% |
| Participation rate | 95.0% | 66.0%+29.0pp | 78.4%+16.6pp | 69.3%+25.7pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.17%-64.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,190 | $2,081+5.2% | $4,412-50.4% | $2,565-14.6% |
| Participant deferral / active EE | $3,298 | $4,051-18.6% | $6,174-46.6% | $3,952-16.5% |
| Admin fee / account holder | $96 | $5,377-98.2% | $9,807-99.0% | $6,260-98.5% |