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 7-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 | $8,565 | $54,380-84.2% | $68,509-87.5% | $59,632-85.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 1.48% | 2.83%-1.4pp | 8.27%-6.8pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,715 | $1,539+11.5% | $2,278-24.7% | $2,203-22.2% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $44 | $3,885-98.9% | $5,275-99.2% | $4,297-99.0% |