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 9-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 | $24,059 | $202,318-88.1% | $172,739-86.1% | $152,861-84.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.89% | 1029.65%-1014.8pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $4,676 | $5,856-20.2% | $5,143-9.1% | $4,762-1.8% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,850-14.5% |
| Admin fee / account holder | $89 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |