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 10-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 | $8,343 | $181,894-95.4% | $156,549-94.7% | $273,961-97.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,690 | $6,248-73.0% | $5,501-69.3% | $4,869-65.3% |
| Participant deferral / active EE | $6,309 | $5,550+13.7% | $4,871+29.5% | $5,287+19.3% |
| Admin fee / account holder | $25 | $15,559-99.8% | $13,027-99.8% | $10,132-99.8% |