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 | $4,575 | $57,354-92.0% | $83,848-94.5% | $64,186-92.9% |
| Participation rate | 95.7% | 68.6%+27.0pp | 76.1%+19.5pp | 69.6%+26.1pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,074 | $2,545-18.5% | $3,631-42.9% | $2,381-12.9% |
| Participant deferral / active EE | $2,778 | $2,993-7.2% | $4,082-31.9% | $3,470-19.9% |
| Admin fee / account holder | $143 | $4,046-96.5% | $5,478-97.4% | $4,888-97.1% |