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 | $23,863 | $209,832-88.6% | $189,513-87.4% | $167,490-85.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 748.27%-730.9pp | 555.15%-537.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,601 | $6,914-76.8% | $6,162-74.0% | $4,837-66.9% |
| Participant deferral / active EE | $6,368 | $8,935-28.7% | $8,221-22.5% | $6,341+0.4% |
| Admin fee / account holder | $109 | $14,293-99.2% | $12,045-99.1% | $12,309-99.1% |