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 | $4,323 | $117,381-96.3% | $99,443-95.7% | $152,861-97.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,449 | $3,013-51.9% | $2,540-43.0% | $4,762-69.6% |
| Participant deferral / active EE | $2,105 | $4,086-48.5% | $3,619-41.8% | $5,850-64.0% |
| Admin fee / account holder | $6 | $7,631-99.9% | $6,250-99.9% | $11,596-99.9% |