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 | $8,390 | $85,790-90.2% | $67,313-87.5% | $135,375-93.8% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,169 | $3,487-9.1% | $2,566+23.5% | $4,779-33.7% |
| Participant deferral / active EE | $5,025 | $4,651+8.0% | $3,568+40.8% | $5,609-10.4% |
| Admin fee / account holder | $9 | $6,392-99.9% | $4,507-99.8% | $10,827-99.9% |