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 | $12,869 | $107,334-88.0% | $92,893-86.1% | $152,861-91.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $7,154 | $4,221+69.5% | $3,653+95.8% | $4,762+50.2% |
| Participant deferral / active EE | $5,516 | $4,845+13.9% | $4,236+30.2% | $5,850-5.7% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |