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 | $4,504 | $83,477-94.6% | $125,175-96.4% | $72,985-93.8% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.5%+22.5pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,930 | $2,345-17.7% | $3,865-50.1% | $2,440-20.9% |
| Participant deferral / active EE | $2,483 | $3,585-30.7% | $4,937-49.7% | $3,607-31.2% |
| Admin fee / account holder | $53 | $5,517-99.0% | $9,702-99.5% | $5,124-99.0% |