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 | $8,957 | $113,339-92.1% | $94,993-90.6% | $147,584-93.9% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,866 | $3,160-41.0% | $2,603-28.3% | $4,876-61.7% |
| Participant deferral / active EE | $5,858 | $3,777+55.1% | $3,317+76.6% | $5,439+7.7% |
| Admin fee / account holder | $13 | $6,063-99.8% | $4,960-99.7% | $10,885-99.9% |