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 5-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 | $9,339 | $167,484-94.4% | $151,611-93.8% | $134,475-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,548 | $6,829-77.3% | $6,166-74.9% | $4,740-67.3% |
| Participant deferral / active EE | $11,402 | $8,986+26.9% | $8,363+36.3% | $6,400+78.2% |
| Admin fee / account holder | $131 | $13,783-99.0% | $11,616-98.9% | $11,426-98.9% |