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 | $19,105 | $817,678-97.7% | $392,568-95.1% | $152,861-87.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.1%+11.9pp | 82.4%+7.6pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,502 | $5,502+18.2% | $3,783+71.9% | $4,762+36.5% |
| Participant deferral / active EE | $11,990 | $8,398+42.8% | $5,985+100.3% | $5,850+104.9% |
| Admin fee / account holder | $284 | $12,095-97.7% | $6,260-95.5% | $11,596-97.6% |