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 10-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 | $19,425 | $153,772-87.4% | $133,980-85.5% | $273,961-92.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $12,706 | $6,029+110.8% | $5,211+143.8% | $4,869+161.0% |
| Participant deferral / active EE | $6,877 | $6,958-1.2% | $6,282+9.5% | $5,287+30.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |