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 | $5,889 | $54,762-89.2% | $90,281-93.5% | $72,985-91.9% |
| Participation rate | 78.4% | 65.1%+13.2pp | 73.3%+5.1pp | 69.5%+8.9pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,210 | $2,092-42.2% | $2,854-57.6% | $2,440-50.4% |
| Participant deferral / active EE | $3,168 | $2,887+9.7% | $3,885-18.5% | $3,607-12.2% |
| Admin fee / account holder | $17 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |