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 | $6,319 | $50,958-87.6% | $74,550-91.5% | $64,186-90.2% |
| Participation rate | 82.4% | 61.1%+21.3pp | 69.1%+13.2pp | 69.6%+12.8pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,158 | $1,115+93.5% | $1,961+10.1% | $2,381-9.4% |
| Participant deferral / active EE | $3,254 | $2,301+41.4% | $3,108+4.7% | $3,470-6.2% |
| Admin fee / account holder | $133 | $4,223-96.9% | $5,060-97.4% | $4,888-97.3% |