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 | $20,136 | $183,963-89.1% | $162,163-87.6% | $152,861-86.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,830 | $6,371-71.3% | $5,614-67.4% | $4,762-61.6% |
| Participant deferral / active EE | $11,204 | $8,034+39.5% | $7,298+53.5% | $5,850+91.5% |
| Admin fee / account holder | $137 | $13,121-99.0% | $10,843-98.7% | $11,596-98.8% |