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 | $7,198 | $54,762-86.9% | $90,281-92.0% | $72,985-90.1% |
| Participation rate | 97.1% | 65.1%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $565 | $2,092-73.0% | $2,854-80.2% | $2,440-76.9% |
| Participant deferral / active EE | $899 | $2,887-68.9% | $3,885-76.9% | $3,607-75.1% |
| Admin fee / account holder | $8 | $3,972-99.8% | $5,351-99.9% | $5,124-99.9% |