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 | $7,823 | $116,175-93.3% | $93,606-91.6% | $152,861-94.9% |
| Participation rate | 93.8% | 78.0%+15.7pp | 75.8%+17.9pp | 82.4%+11.3pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,276 | $3,218-60.3% | $2,718-53.0% | $4,762-73.2% |
| Participant deferral / active EE | $2,141 | $4,603-53.5% | $4,069-47.4% | $5,850-63.4% |
| Admin fee / account holder | $61 | $10,748-99.4% | $7,888-99.2% | $11,596-99.5% |