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 | $14,902 | $202,432-92.6% | $169,368-91.2% | $139,434-89.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.73% | 531.74%-511.0pp | 405.60%-384.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,433 | $4,692-48.1% | $4,013-39.4% | $4,751-48.8% |
| Participant deferral / active EE | $2,433 | $6,938-64.9% | $6,221-60.9% | $6,710-63.7% |
| Admin fee / account holder | $97 | $10,708-99.1% | $9,003-98.9% | $11,403-99.2% |