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 | $22,488 | $89,355-74.8% | $141,162-84.1% | $72,985-69.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,863 | $3,114+24.1% | $4,735-18.4% | $2,440+58.3% |
| Participant deferral / active EE | $7,098 | $5,418+31.0% | $6,709+5.8% | $3,607+96.8% |
| Admin fee / account holder | $52 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |