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 4-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 | $15,159 | $124,319-87.8% | $111,297-86.4% | $167,490-90.9% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,693 | $3,435+7.5% | $2,731+35.2% | $4,837-23.7% |
| Participant deferral / active EE | $8,348 | $5,180+61.1% | $4,487+86.0% | $6,341+31.7% |
| Admin fee / account holder | $34 | $10,618-99.7% | $7,964-99.6% | $12,309-99.7% |