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 | $26,415 | $581,964-95.5% | $614,111-95.7% | $581,964-95.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 75.0%+25.0pp | 87.9%+12.1pp |
| Annual return | 9.43% | 19.66%-10.2pp | 2.46%+7.0pp | 19.66%-10.2pp |
| Employer contribution / active EE | $10,000 | $21,011-52.4% | $15,570-35.8% | $21,011-52.4% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,555-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $16,953-100.0% | $49,887-100.0% |