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 9-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 | $4,866 | $91,037-94.7% | $71,671-93.2% | $147,584-96.7% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,036 | $3,327-38.8% | $2,460-17.2% | $4,876-58.2% |
| Participant deferral / active EE | $2,717 | $4,498-39.6% | $3,438-21.0% | $5,439-50.0% |
| Admin fee / account holder | $179 | $8,613-97.9% | $5,558-96.8% | $10,885-98.4% |