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 | $14,363 | $116,175-87.6% | $93,606-84.7% | $152,861-90.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,026 | $3,218-6.0% | $2,718+11.3% | $4,762-36.5% |
| Participant deferral / active EE | $10,950 | $4,603+137.9% | $4,069+169.1% | $5,850+87.2% |
| Admin fee / account holder | $25 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |