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 3-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 | $3,749 | $46,553-91.9% | $64,056-94.1% | $75,163-95.0% |
| Participation rate | 87.5% | 65.9%+21.6pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $881 | $1,974-55.4% | $2,747-67.9% | $2,670-67.0% |
| Participant deferral / active EE | $2,234 | $2,837-21.2% | $3,880-42.4% | $4,125-45.8% |
| Admin fee / account holder | $42 | $2,952-98.6% | $3,068-98.6% | $5,651-99.3% |