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 4-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 | $8,862 | $97,044-90.9% | $83,333-89.4% | $135,375-93.5% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,111 | $4,143-0.8% | $3,379+21.7% | $4,779-14.0% |
| Participant deferral / active EE | $7,375 | $5,964+23.7% | $5,565+32.5% | $5,609+31.5% |
| Admin fee / account holder | $180 | $8,380-97.8% | $7,510-97.6% | $10,827-98.3% |