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 7-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 | $20,576 | $165,335-87.6% | $149,696-86.3% | $158,922-87.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.79% | 348.15%-318.4pp | 276.60%-246.8pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,345 | $5,103-73.6% | $4,644-71.0% | $4,761-71.8% |
| Participant deferral / active EE | $8,774 | $7,181+22.2% | $6,842+28.2% | $5,982+46.7% |
| Admin fee / account holder | $146 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |