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 8-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 | $15,292 | $107,334-85.8% | $92,893-83.5% | $152,861-90.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.25% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,797 | $4,221-57.4% | $3,653-50.8% | $4,762-62.3% |
| Participant deferral / active EE | $7,304 | $4,845+50.8% | $4,236+72.4% | $5,850+24.9% |
| Admin fee / account holder | $236 | $7,079-96.7% | $5,794-95.9% | $11,596-98.0% |