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 | $2,964 | $92,222-96.8% | $76,768-96.1% | $135,375-97.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $957 | $3,216-70.2% | $2,485-61.5% | $4,779-80.0% |
| Participant deferral / active EE | $1,811 | $4,509-59.8% | $3,852-53.0% | $5,609-67.7% |
| Admin fee / account holder | $172 | $10,748-98.4% | $6,675-97.4% | $10,827-98.4% |