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 | $7,862 | $106,115-92.6% | $85,969-90.9% | $125,391-93.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $4,939 | $4,537+8.9% | $3,474+42.2% | $4,866+1.5% |
| Participant deferral / active EE | $2,923 | $4,859-39.9% | $3,829-23.7% | $5,352-45.4% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |