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 | $5,847 | $85,202-93.1% | $172,739-96.6% | $72,985-92.0% |
| Participation rate | 70.6% | 70.1%+0.5pp | 82.6%-12.1pp | 69.5%+1.1pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,164 | $3,324-65.0% | $5,143-77.4% | $2,440-52.3% |
| Participant deferral / active EE | $2,716 | $3,260-16.7% | $5,198-47.7% | $3,607-24.7% |
| Admin fee / account holder | $18 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |