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 | $2,457 | $158,817-98.5% | $121,196-98.0% | $135,375-98.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $886 | $5,665-84.4% | $4,022-78.0% | $4,779-81.5% |
| Participant deferral / active EE | $1,241 | $4,005-69.0% | $3,344-62.9% | $5,609-77.9% |
| Admin fee / account holder | $2 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |