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 | $8,395 | $64,348-87.0% | $90,160-90.7% | $70,131-88.0% |
| Participation rate | 94.9% | 70.4%+24.4pp | 76.9%+18.0pp | 69.5%+25.3pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,123 | $4,389+85.1% | $5,288+53.6% | $3,332+143.8% |
| Admin fee / account holder | $85 | $3,944-97.8% | $5,943-98.6% | $4,645-98.2% |