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 7-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 | $886 | $69,518-98.7% | $59,878-98.5% | $135,375-99.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $658 | $3,235-79.6% | $2,722-75.8% | $4,779-86.2% |
| Participant deferral / active EE | $1,368 | $4,206-67.5% | $3,402-59.8% | $5,609-75.6% |
| Admin fee / account holder | $262 | $5,734-95.4% | $3,590-92.7% | $10,827-97.6% |