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 | $9,384 | $167,484-94.4% | $151,611-93.8% | $134,475-93.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.65% | 7.80%-7.1pp | 3.33%-2.7pp | 417.96%-417.3pp |
| Employer contribution / active EE | $2,402 | $6,829-64.8% | $6,166-61.0% | $4,740-49.3% |
| Participant deferral / active EE | $5,012 | $8,986-44.2% | $8,363-40.1% | $6,400-21.7% |
| Admin fee / account holder | $253 | $13,783-98.2% | $11,616-97.8% | $11,426-97.8% |