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 | $7,124 | $84,233-91.5% | $170,442-95.8% | $70,131-89.8% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,238 | $3,387-63.4% | $5,433-77.2% | $2,342-47.1% |
| Participant deferral / active EE | $2,316 | $3,086-24.9% | $4,939-53.1% | $3,332-30.5% |
| Admin fee / account holder | $34 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |