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 5-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 | $8,158 | $98,240-91.7% | $82,313-90.1% | $147,584-94.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,304 | $3,192-27.8% | $2,428-5.1% | $4,876-52.8% |
| Participant deferral / active EE | $5,760 | $4,383+31.4% | $3,706+55.4% | $5,439+5.9% |
| Admin fee / account holder | $10 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |