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 9-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 | $7,784 | $64,307-87.9% | $57,343-86.4% | $125,391-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.00% | 25.12%-25.1pp | 24.39%-24.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,530 | $3,193-52.1% | $2,689-43.1% | $4,866-68.6% |
| Participant deferral / active EE | $4,303 | $3,848+11.8% | $3,162+36.1% | $5,352-19.6% |
| Admin fee / account holder | $25 | $5,242-99.5% | $3,356-99.3% | $9,540-99.7% |