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 | $20,863 | $142,405-85.3% | $115,157-81.9% | $152,861-86.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,952 | $4,010+48.4% | $3,179+87.3% | $4,762+25.0% |
| Participant deferral / active EE | $3,515 | $5,164-31.9% | $4,168-15.7% | $5,850-39.9% |
| Admin fee / account holder | $3 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |