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 | $14,165 | $140,578-89.9% | $100,671-85.9% | $125,391-88.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $6,599 | $5,965+10.6% | $4,012+64.5% | $4,866+35.6% |
| Participant deferral / active EE | $10,444 | $3,981+162.3% | $3,144+232.2% | $5,352+95.2% |
| Admin fee / account holder | $13 | $6,716-99.8% | $4,850-99.7% | $9,540-99.9% |