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 10-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 | $7,047 | $52,681-86.6% | $75,781-90.7% | $59,632-88.2% |
| Participation rate | 74.6% | 67.2%+7.3pp | 75.8%-1.2pp | 68.7%+5.9pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $4,288 | $2,193+95.5% | $3,323+29.0% | $2,203+94.7% |
| Participant deferral / active EE | $2,396 | $2,591-7.5% | $3,651-34.4% | $3,192-24.9% |
| Admin fee / account holder | $117 | $3,610-96.7% | $5,299-97.8% | $4,297-97.3% |