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 10-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 | $7,082 | $99,341-92.9% | $84,750-91.6% | $273,961-97.4% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,127 | $4,214-49.5% | $3,574-40.5% | $4,869-56.3% |
| Participant deferral / active EE | $4,588 | $4,269+7.5% | $3,712+23.6% | $5,287-13.2% |
| Admin fee / account holder | $34 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |