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 | $4,076 | $104,251-96.1% | $91,001-95.5% | $147,584-97.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $930 | $3,116-70.2% | $2,456-62.1% | $4,876-80.9% |
| Participant deferral / active EE | $1,477 | $4,195-64.8% | $3,547-58.4% | $5,439-72.8% |
| Admin fee / account holder | $60 | $8,948-99.3% | $5,417-98.9% | $10,885-99.4% |