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 | $8,186 | $124,319-93.4% | $111,297-92.6% | $167,490-95.1% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,601 | $3,435-24.3% | $2,731-4.8% | $4,837-46.2% |
| Participant deferral / active EE | $4,102 | $5,180-20.8% | $4,487-8.6% | $6,341-35.3% |
| Admin fee / account holder | $3 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |