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 | $14,596 | $107,791-86.5% | $90,645-83.9% | $135,375-89.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,041 | $3,018+0.8% | $2,532+20.1% | $4,779-36.4% |
| Participant deferral / active EE | $3,737 | $3,872-3.5% | $3,425+9.1% | $5,609-33.4% |
| Admin fee / account holder | $72 | $5,930-98.8% | $4,994-98.6% | $10,827-99.3% |