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 | $18,178 | $103,376-82.4% | $87,100-79.1% | $152,861-88.1% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,747 | $3,220-45.8% | $2,521-30.7% | $4,762-63.3% |
| Participant deferral / active EE | $10,277 | $4,778+115.1% | $4,049+153.8% | $5,850+75.7% |
| Admin fee / account holder | $170 | $12,205-98.6% | $7,497-97.7% | $11,596-98.5% |