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 3-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 | $8,002 | $93,571-91.4% | $135,903-94.1% | $75,163-89.4% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,759 | $3,537-22.0% | $4,856-43.2% | $2,670+3.3% |
| Participant deferral / active EE | $4,122 | $6,404-35.6% | $7,758-46.9% | $4,125-0.1% |
| Admin fee / account holder | $42 | $6,975-99.4% | $10,762-99.6% | $5,651-99.3% |