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 8-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 | $9,688 | $99,032-90.2% | $80,019-87.9% | $135,375-92.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,849 | $3,043-39.3% | $2,468-25.1% | $4,779-61.3% |
| Participant deferral / active EE | $8,385 | $4,282+95.8% | $3,686+127.5% | $5,609+49.5% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |