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 | $9,173 | $117,381-92.2% | $99,443-90.8% | $152,861-94.0% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,093 | $3,013+2.7% | $2,540+21.8% | $4,762-35.0% |
| Participant deferral / active EE | $7,526 | $4,086+84.2% | $3,619+108.0% | $5,850+28.6% |
| Admin fee / account holder | $185 | $7,631-97.6% | $6,250-97.0% | $11,596-98.4% |