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 | $6,879 | $83,477-91.8% | $125,175-94.5% | $72,985-90.6% |
| Participation rate | 70.6% | 73.3%-2.7pp | 79.8%-9.2pp | 69.5%+1.1pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,036 | $2,345-13.2% | $3,865-47.3% | $2,440-16.6% |
| Participant deferral / active EE | $2,480 | $3,585-30.8% | $4,937-49.8% | $3,607-31.3% |
| Admin fee / account holder | $20 | $5,517-99.6% | $9,702-99.8% | $5,124-99.6% |