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 9-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 | $11,544 | $105,859-89.1% | $90,160-87.2% | $147,584-92.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,215 | $4,126-22.1% | $3,318-3.1% | $4,876-34.1% |
| Participant deferral / active EE | $8,013 | $5,733+39.8% | $5,288+51.5% | $5,439+47.3% |
| Admin fee / account holder | $245 | $8,046-97.0% | $5,943-95.9% | $10,885-97.7% |