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 | $13,718 | $217,402-93.7% | $185,823-92.6% | $167,490-91.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.21% | 148.36%-132.2pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $5,212 | $5,873-11.3% | $5,167+0.9% | $4,837+7.7% |
| Participant deferral / active EE | $4,831 | $6,356-24.0% | $5,568-13.2% | $6,341-23.8% |
| Admin fee / account holder | $33 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |