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 | $3,863 | $57,354-93.3% | $83,848-95.4% | $64,186-94.0% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,725 | $2,545-32.2% | $3,631-52.5% | $2,381-27.6% |
| Participant deferral / active EE | $3,134 | $2,993+4.7% | $4,082-23.2% | $3,470-9.7% |
| Admin fee / account holder | $189 | $4,046-95.3% | $5,478-96.5% | $4,888-96.1% |