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 | $3,649 | $92,222-96.0% | $76,768-95.2% | $135,375-97.3% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,264 | $3,216-60.7% | $2,485-49.1% | $4,779-73.5% |
| Participant deferral / active EE | $1,864 | $4,509-58.7% | $3,852-51.6% | $5,609-66.8% |
| Admin fee / account holder | $7 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |