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 | $10,724 | $54,672-80.4% | $80,019-86.6% | - |
| Participation rate | 87.9% | 65.0%+22.9pp | 75.8%+12.0pp | - |
| Annual return | 0.00% | -8.02%+8.0pp | 11.22%-11.2pp | - |
| Employer contribution / active EE | $1,787 | $1,529+16.9% | $2,468-27.6% | - |
| Participant deferral / active EE | $3,395 | $2,794+21.5% | $3,686-7.9% | - |
| Admin fee / account holder | $171 | $4,207-95.9% | $6,521-97.4% | - |