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 | $3,467 | $103,376-96.6% | $87,100-96.0% | $152,861-97.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,029 | $3,220-37.0% | $2,521-19.5% | $4,762-57.4% |
| Participant deferral / active EE | $8,901 | $4,778+86.3% | $4,049+119.9% | $5,850+52.1% |
| Admin fee / account holder | $277 | $12,205-97.7% | $7,497-96.3% | $11,596-97.6% |