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 | $4,393 | $58,512-92.5% | $84,015-94.8% | $72,985-94.0% |
| Participation rate | 97.6% | 61.2%+36.3pp | 69.0%+28.5pp | 69.5%+28.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,956 | $1,163+68.2% | $1,983-1.4% | $2,440-19.9% |
| Participant deferral / active EE | $2,807 | $2,394+17.2% | $3,239-13.3% | $3,607-22.2% |
| Admin fee / account holder | $72 | $4,569-98.4% | $6,101-98.8% | $5,124-98.6% |