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 | $18,638 | $176,056-89.4% | $159,436-88.3% | $167,490-88.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.37% | 331.75%-312.4pp | 263.57%-244.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $2,631 | $5,297-50.3% | $4,829-45.5% | $4,837-45.6% |
| Participant deferral / active EE | $9,180 | $7,750+18.4% | $7,352+24.9% | $6,341+44.8% |
| Admin fee / account holder | $257 | $12,554-98.0% | $10,799-97.6% | $12,309-97.9% |