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 9-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 | $9,994 | $96,956-89.7% | $70,014-85.7% | $273,961-96.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,496 | $3,316+5.4% | $2,338+49.5% | $4,869-28.2% |
| Participant deferral / active EE | $8,617 | $3,744+130.2% | $2,931+194.0% | $5,287+63.0% |
| Admin fee / account holder | $68 | $7,934-99.1% | $4,380-98.5% | $10,132-99.3% |