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 | $17,072 | $149,734-88.6% | $118,925-85.6% | $158,922-89.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,400 | $4,115-66.0% | $3,263-57.1% | $4,761-70.6% |
| Participant deferral / active EE | $14,000 | $5,223+168.0% | $4,265+228.3% | $5,982+134.0% |
| Admin fee / account holder | $23 | $8,603-99.7% | $6,581-99.7% | $11,246-99.8% |