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 | $10,548 | $96,484-89.1% | $75,886-86.1% | $152,861-93.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,831 | $3,309+76.2% | $2,500+133.2% | $4,762+22.4% |
| Participant deferral / active EE | $6,213 | $4,553+36.5% | $3,603+72.4% | $5,850+6.2% |
| Admin fee / account holder | $13 | $8,078-99.8% | $5,418-99.8% | $11,596-99.9% |