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 | $4,004 | $72,492-94.5% | $87,100-95.4% | $72,985-94.5% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $831 | $1,894-56.1% | $2,521-67.0% | $2,440-65.9% |
| Participant deferral / active EE | $2,284 | $3,270-30.1% | $4,049-43.6% | $3,607-36.7% |
| Admin fee / account holder | $18 | $5,055-99.6% | $7,497-99.8% | $5,124-99.7% |