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 | $5,223 | $95,561-94.5% | $77,163-93.2% | $139,434-96.3% |
| Participation rate | 73.3% | 73.9%-0.6pp | 69.6%+3.8pp | 80.3%-7.0pp |
| Annual return | 21.82% | 54.92%-33.1pp | 37.87%-16.1pp | 372.94%-351.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,536 | $4,624-45.2% | $3,833-33.8% | $6,710-62.2% |
| Admin fee / account holder | $249 | $8,295-97.0% | $5,472-95.4% | $11,403-97.8% |