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 8-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 | $3,403 | $113,339-97.0% | $94,993-96.4% | $147,584-97.7% |
| Participation rate | 91.7% | 78.0%+13.7pp | 73.9%+17.8pp | 82.8%+8.8pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,094 | $3,160-65.4% | $2,603-58.0% | $4,876-77.6% |
| Participant deferral / active EE | $2,049 | $3,777-45.8% | $3,317-38.2% | $5,439-62.3% |
| Admin fee / account holder | $8 | $6,063-99.9% | $4,960-99.8% | $10,885-99.9% |