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 6-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 | $8,403 | $53,777-84.4% | $134,143-93.7% | $79,858-89.5% |
| Participation rate | 96.0% | 58.8%+37.2pp | 72.2%+23.8pp | 69.6%+26.4pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,272 | $1,321-3.7% | $3,704-65.7% | $2,471-48.5% |
| Participant deferral / active EE | $2,462 | $2,420+1.7% | $3,499-29.6% | $3,740-34.2% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |