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 10-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 | $8,158 | $97,881-91.7% | $80,004-89.8% | $125,391-93.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 73.0%+7.0pp | 83.2%-3.2pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,034 | $3,128-35.0% | $2,473-17.8% | $4,866-58.2% |
| Participant deferral / active EE | $4,645 | $3,744+24.1% | $3,204+45.0% | $5,352-13.2% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |