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 6-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 | $26,868 | $209,411-87.2% | $178,490-84.9% | $158,922-83.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.01% | 188.75%-166.7pp | 151.07%-129.1pp | 302.83%-280.8pp |
| Employer contribution / active EE | $4,356 | $5,706-23.7% | $5,011-13.1% | $4,761-8.5% |
| Participant deferral / active EE | $8,483 | $5,954+42.5% | $5,202+63.1% | $5,982+41.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |