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 | $7,384 | $55,706-86.7% | $75,886-90.3% | $72,985-89.9% |
| Participation rate | 73.2% | 61.1%+12.1pp | 69.3%+3.9pp | 69.5%+3.7pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,266 | $1,687-24.9% | $2,500-49.4% | $2,440-48.1% |
| Participant deferral / active EE | $1,504 | $2,634-42.9% | $3,603-58.3% | $3,607-58.3% |
| Admin fee / account holder | $174 | $3,978-95.6% | $5,418-96.8% | $5,124-96.6% |