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 8-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 | $5,925 | $158,817-96.3% | $121,196-95.1% | $135,375-95.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $947 | $5,665-83.3% | $4,022-76.4% | $4,779-80.2% |
| Participant deferral / active EE | $3,721 | $4,005-7.1% | $3,344+11.3% | $5,609-33.7% |
| Admin fee / account holder | $5 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |