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 | $19,878 | $109,359-81.8% | $162,163-87.7% | $72,985-72.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,648 | $3,907-32.2% | $5,614-52.8% | $2,440+8.5% |
| Participant deferral / active EE | $9,522 | $5,481+73.7% | $7,298+30.5% | $3,607+164.0% |
| Admin fee / account holder | $13 | $7,972-99.8% | $10,843-99.9% | $5,124-99.7% |