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 10-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 | $9,146 | $190,805-95.2% | $159,960-94.3% | $134,475-93.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.18% | 552.23%-552.1pp | 408.60%-408.4pp | 417.96%-417.8pp |
| Employer contribution / active EE | $1,894 | $4,995-62.1% | $4,226-55.2% | $4,740-60.0% |
| Participant deferral / active EE | $7,500 | $6,923+8.3% | $6,182+21.3% | $6,400+17.2% |
| Admin fee / account holder | $52 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |