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 | $6,293 | $99,032-93.6% | $80,019-92.1% | $135,375-95.4% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,035 | $3,043-66.0% | $2,468-58.1% | $4,779-78.3% |
| Participant deferral / active EE | $3,771 | $4,282-11.9% | $3,686+2.3% | $5,609-32.8% |
| Admin fee / account holder | $50 | $10,436-99.5% | $6,521-99.2% | $10,827-99.5% |