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 6-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 | $8,576 | $96,484-91.1% | $75,886-88.7% | $152,861-94.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.3%+0.7pp | 82.4%-12.4pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,238 | $3,309-32.4% | $2,500-10.5% | $4,762-53.0% |
| Participant deferral / active EE | $3,485 | $4,553-23.5% | $3,603-3.3% | $5,850-40.4% |
| Admin fee / account holder | $40 | $8,078-99.5% | $5,418-99.3% | $11,596-99.7% |