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 6-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 | $22,309 | $162,781-86.3% | $133,956-83.3% | $158,922-86.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,666 | $4,975-66.5% | $3,919-57.5% | $4,761-65.0% |
| Participant deferral / active EE | $17,568 | $5,911+197.2% | $5,048+248.0% | $5,982+193.7% |
| Admin fee / account holder | $35 | $11,736-99.7% | $8,927-99.6% | $11,246-99.7% |