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 9-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 | $7,975 | $167,483-95.2% | $115,752-93.1% | $147,584-94.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 12.11%-12.1pp | 19.41%-19.4pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,774 | $4,960-64.2% | $3,492-49.2% | $4,876-63.6% |
| Participant deferral / active EE | $5,813 | $7,037-17.4% | $5,204+11.7% | $5,439+6.9% |
| Admin fee / account holder | $14 | $13,069-99.9% | $6,278-99.8% | $10,885-99.9% |