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 | $10,299 | $140,578-92.7% | $100,671-89.8% | $125,391-91.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $10,000 | $5,965+67.6% | $4,012+149.2% | $4,866+105.5% |
| Participant deferral / active EE | $250 | $3,981-93.7% | $3,144-92.0% | $5,352-95.3% |
| Admin fee / account holder | $4 | $6,716-99.9% | $4,850-99.9% | $9,540-100.0% |