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 | $13,658 | $183,963-92.6% | $162,163-91.6% | $152,861-91.1% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 36.74% | 150.76%-114.0pp | 115.59%-78.9pp | 345.32%-308.6pp |
| Employer contribution / active EE | $2,785 | $6,371-56.3% | $5,614-50.4% | $4,762-41.5% |
| Participant deferral / active EE | $5,680 | $8,034-29.3% | $7,298-22.2% | $5,850-2.9% |
| Admin fee / account holder | $81 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |