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 9-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 | $6,813 | $67,606-89.9% | $82,313-91.7% | $70,131-90.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,426 | $1,755+38.2% | $2,428-0.1% | $2,342+3.6% |
| Participant deferral / active EE | $4,832 | $2,987+61.8% | $3,706+30.4% | $3,332+45.0% |
| Admin fee / account holder | $6 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |