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 | $17,038 | $95,971-82.2% | $74,550-77.1% | $135,375-87.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $10,594 | $2,716+290.0% | $1,961+440.3% | $4,779+121.7% |
| Participant deferral / active EE | $6,873 | $3,843+78.8% | $3,108+121.1% | $5,609+22.5% |
| Admin fee / account holder | $103 | $6,522-98.4% | $5,060-98.0% | $10,827-99.1% |