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 | $9,093 | $106,515-91.5% | $96,683-90.6% | $139,434-93.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,698 | $4,103-58.6% | $3,737-54.5% | $4,751-64.3% |
| Participant deferral / active EE | $4,787 | $5,454-12.2% | $4,878-1.9% | $6,710-28.7% |
| Admin fee / account holder | $128 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |