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 | $7,252 | $77,634-90.7% | $156,549-95.4% | $62,891-88.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $710 | $3,444-79.4% | $5,501-87.1% | $2,281-68.9% |
| Participant deferral / active EE | $1,519 | $3,045-50.1% | $4,871-68.8% | $3,203-52.6% |
| Admin fee / account holder | $46 | $5,561-99.2% | $13,027-99.6% | $4,296-98.9% |