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 10-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 | $6,547 | $87,705-92.5% | $63,517-89.7% | $125,391-94.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,585 | $3,601-28.2% | $2,322+11.3% | $4,866-46.9% |
| Participant deferral / active EE | $4,126 | $3,939+4.7% | $2,953+39.7% | $5,352-22.9% |
| Admin fee / account holder | $24 | $11,948-99.8% | $5,892-99.6% | $9,540-99.7% |