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 5-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 | $11,413 | $129,942-91.2% | $104,294-89.1% | $134,475-91.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $16,488 | $4,184+294.1% | $3,372+389.0% | $4,740+247.9% |
| Participant deferral / active EE | $2,427 | $5,588-56.6% | $4,625-47.5% | $6,400-62.1% |
| Admin fee / account holder | $43 | $9,323-99.5% | $7,339-99.4% | $11,426-99.6% |