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 3-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 | $13,156 | $110,257-88.1% | $96,544-86.4% | $139,434-90.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 71.18% | 26.32%+44.9pp | 25.84%+45.3pp | 372.94%-301.8pp |
| Employer contribution / active EE | $3,160 | $3,620-12.7% | $2,965+6.6% | $4,751-33.5% |
| Participant deferral / active EE | $6,887 | $5,548+24.1% | $4,851+42.0% | $6,710+2.6% |
| Admin fee / account holder | $16 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |