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 3-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 | $11,075 | $167,484-93.4% | $151,611-92.7% | $134,475-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,631 | $6,829-61.5% | $6,166-57.3% | $4,740-44.5% |
| Participant deferral / active EE | $8,930 | $8,986-0.6% | $8,363+6.8% | $6,400+39.5% |
| Admin fee / account holder | $60 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |