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 | $9,130 | $65,365-86.0% | $92,893-90.2% | $72,985-87.5% |
| Participation rate | 88.0% | 68.3%+19.7pp | 76.0%+12.0pp | 69.5%+18.5pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,997 | $2,594-23.0% | $3,653-45.3% | $2,440-18.2% |
| Participant deferral / active EE | $3,957 | $3,128+26.5% | $4,236-6.6% | $3,607+9.7% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |