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 | $8,043 | $63,355-87.3% | $91,989-91.3% | $72,985-89.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,985 | $2,116+41.1% | $3,452-13.5% | $2,440+22.3% |
| Participant deferral / active EE | $4,490 | $4,883-8.0% | $5,923-24.2% | $3,607+24.5% |
| Admin fee / account holder | $9 | $4,668-99.8% | $7,743-99.9% | $5,124-99.8% |