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 9-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 | $17,410 | $138,065-87.4% | $123,544-85.9% | $135,375-87.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.04% | 153.68%-150.6pp | 119.20%-116.2pp | 519.73%-516.7pp |
| Employer contribution / active EE | $2,680 | $5,151-48.0% | $4,628-42.1% | $4,779-43.9% |
| Participant deferral / active EE | $6,700 | $6,799-1.5% | $6,426+4.3% | $5,609+19.5% |
| Admin fee / account holder | $51 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |