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 | $7,704 | $98,240-92.2% | $82,313-90.6% | $147,584-94.8% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,603 | $3,192-49.8% | $2,428-34.0% | $4,876-67.1% |
| Participant deferral / active EE | $3,816 | $4,383-13.0% | $3,706+3.0% | $5,439-29.8% |
| Admin fee / account holder | $96 | $8,563-98.9% | $5,608-98.3% | $10,885-99.1% |