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 | $8,678 | $95,193-90.9% | $76,523-88.7% | $135,375-93.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,629 | $3,302-20.4% | $2,647-0.7% | $4,779-45.0% |
| Participant deferral / active EE | $6,568 | $4,639+41.6% | $3,835+71.3% | $5,609+17.1% |
| Admin fee / account holder | $72 | $6,249-98.8% | $4,848-98.5% | $10,827-99.3% |