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 3-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 | $8,697 | $106,515-91.8% | $96,683-91.0% | $139,434-93.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,098 | $4,103-73.2% | $3,737-70.6% | $4,751-76.9% |
| Participant deferral / active EE | $6,240 | $5,454+14.4% | $4,878+27.9% | $6,710-7.0% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |