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 | $20,712 | $226,064-90.8% | $182,532-88.7% | $152,861-86.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 28.63% | 192.51%-163.9pp | 148.54%-119.9pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,477 | $4,978-50.2% | $4,076-39.2% | $4,762-48.0% |
| Participant deferral / active EE | $7,328 | $6,368+15.1% | $5,524+32.6% | $5,850+25.3% |
| Admin fee / account holder | $241 | $10,703-97.7% | $8,592-97.2% | $11,596-97.9% |