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 3-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 | $9,114 | $133,958-93.2% | $112,228-91.9% | $134,475-93.2% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,609 | $4,038-35.4% | $3,635-28.2% | $4,740-45.0% |
| Participant deferral / active EE | $6,350 | $5,291+20.0% | $4,728+34.3% | $6,400-0.8% |
| Admin fee / account holder | $31 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |