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 4-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 | $13,678 | $124,281-89.0% | $109,143-87.5% | $167,490-91.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $10,654 | $4,207+153.2% | $3,722+186.3% | $4,837+120.2% |
| Participant deferral / active EE | $7,583 | $5,255+44.3% | $4,653+63.0% | $6,341+19.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |