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 6-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 | $8,378 | $111,301-92.5% | $112,977-92.6% | $158,922-94.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,707 | $4,471-61.8% | $4,255-59.9% | $4,761-64.2% |
| Participant deferral / active EE | $5,914 | $5,880+0.6% | $5,836+1.3% | $5,982-1.1% |
| Admin fee / account holder | $19 | $8,392-99.8% | $6,294-99.7% | $11,246-99.8% |