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 | $4,424 | $52,681-91.6% | $75,781-94.2% | $59,632-92.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,793 | $2,193+27.3% | $3,323-16.0% | $2,203+26.8% |
| Participant deferral / active EE | $2,880 | $2,591+11.2% | $3,651-21.1% | $3,192-9.8% |
| Admin fee / account holder | $111 | $3,610-96.9% | $5,299-97.9% | $4,297-97.4% |