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 | $3,142 | $83,477-96.2% | $125,175-97.5% | $72,985-95.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $620 | $2,345-73.5% | $3,865-84.0% | $2,440-74.6% |
| Participant deferral / active EE | $2,506 | $3,585-30.1% | $4,937-49.2% | $3,607-30.5% |
| Admin fee / account holder | $62 | $5,517-98.9% | $9,702-99.4% | $5,124-98.8% |