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 3-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 | $7,494 | $59,101-87.3% | $77,163-90.3% | $75,163-90.0% |
| Participation rate | 85.7% | 63.9%+21.9pp | 69.6%+16.1pp | 67.2%+18.5pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.87%-37.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,949 | $1,995-2.3% | $2,535-23.1% | $2,670-27.0% |
| Participant deferral / active EE | $3,703 | $2,999+23.5% | $3,833-3.4% | $4,125-10.2% |
| Admin fee / account holder | $81 | $4,774-98.3% | $5,472-98.5% | $5,651-98.6% |