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 8-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 | $3,938 | $107,791-96.3% | $90,645-95.7% | $135,375-97.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,163 | $3,018-28.3% | $2,532-14.6% | $4,779-54.7% |
| Participant deferral / active EE | $3,816 | $3,872-1.5% | $3,425+11.4% | $5,609-32.0% |
| Admin fee / account holder | $30 | $5,930-99.5% | $4,994-99.4% | $10,827-99.7% |