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 | $14,064 | $165,335-91.5% | $149,696-90.6% | $158,922-91.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.86% | 348.15%-318.3pp | 276.60%-246.7pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,260 | $5,103-75.3% | $4,644-72.9% | $4,761-73.5% |
| Participant deferral / active EE | $4,428 | $7,181-38.3% | $6,842-35.3% | $5,982-26.0% |
| Admin fee / account holder | $208 | $10,807-98.1% | $9,309-97.8% | $11,246-98.1% |