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 | $2,216 | $58,577-96.2% | $83,333-97.3% | $64,186-96.5% |
| Participation rate | 85.0% | 72.0%+13.0pp | 77.8%+7.2pp | 69.6%+15.4pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $423 | $2,098-79.9% | $3,379-87.5% | $2,381-82.2% |
| Participant deferral / active EE | $2,061 | $4,654-55.7% | $5,565-63.0% | $3,470-40.6% |
| Admin fee / account holder | $59 | $9,275-99.4% | $7,510-99.2% | $4,888-98.8% |