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 | $10,262 | $100,754-89.8% | $86,677-88.2% | $134,475-92.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $948 | $3,489-72.8% | $2,836-66.6% | $4,740-80.0% |
| Participant deferral / active EE | $6,746 | $5,338+26.4% | $4,656+44.9% | $6,400+5.4% |
| Admin fee / account holder | $2 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |