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 | $9,477 | $72,492-86.9% | $87,100-89.1% | $72,985-87.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,766 | $1,894-6.8% | $2,521-30.0% | $2,440-27.6% |
| Participant deferral / active EE | $2,531 | $3,270-22.6% | $4,049-37.5% | $3,607-29.8% |
| Admin fee / account holder | $96 | $5,055-98.1% | $7,497-98.7% | $5,124-98.1% |