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 7-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 | $6,702 | $96,484-93.1% | $75,886-91.2% | $152,861-95.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,220 | $4,553-29.3% | $3,603-10.6% | $5,850-45.0% |
| Admin fee / account holder | $18 | $8,078-99.8% | $5,418-99.7% | $11,596-99.8% |