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 | $7,771 | $114,237-93.2% | $119,258-93.5% | $167,490-95.4% |
| Participation rate | 72.7% | 83.7%-11.0pp | 82.7%-10.0pp | 82.1%-9.4pp |
| Annual return | 0.00% | 29.87%-29.9pp | 30.69%-30.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,512 | $4,481-66.3% | $4,384-65.5% | $4,837-68.7% |
| Participant deferral / active EE | $4,764 | $6,084-21.7% | $6,111-22.0% | $6,341-24.9% |
| Admin fee / account holder | $101 | $8,932-98.9% | $7,226-98.6% | $12,309-99.2% |