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 4-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 | $11,368 | $167,484-93.2% | $151,611-92.5% | $134,475-91.5% |
| 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 | $4,457 | $6,829-34.7% | $6,166-27.7% | $4,740-6.0% |
| Participant deferral / active EE | $7,376 | $8,986-17.9% | $8,363-11.8% | $6,400+15.2% |
| Admin fee / account holder | $254 | $13,783-98.2% | $11,616-97.8% | $11,426-97.8% |