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 | $14,771 | $202,318-92.7% | $172,739-91.4% | $152,861-90.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.34% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $5,250 | $5,856-10.4% | $5,143+2.1% | $4,762+10.2% |
| Participant deferral / active EE | $5,738 | $5,948-3.5% | $5,198+10.4% | $5,850-1.9% |
| Admin fee / account holder | $94 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |