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 | $14,383 | $165,335-91.3% | $149,696-90.4% | $158,922-90.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.45% | 348.15%-319.7pp | 276.60%-248.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,689 | $5,103-66.9% | $4,644-63.6% | $4,761-64.5% |
| Participant deferral / active EE | $7,201 | $7,181+0.3% | $6,842+5.3% | $5,982+20.4% |
| Admin fee / account holder | $59 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |