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 6-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 | $8,527 | $162,781-94.8% | $133,956-93.6% | $158,922-94.6% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,115 | $4,975-17.3% | $3,919+5.0% | $4,761-13.6% |
| Participant deferral / active EE | $3,830 | $5,911-35.2% | $5,048-24.1% | $5,982-36.0% |
| Admin fee / account holder | $100 | $11,736-99.1% | $8,927-98.9% | $11,246-99.1% |