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 | $14,043 | $228,332-93.8% | $185,823-92.4% | $158,922-91.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 78.59% | 40.80%+37.8pp | 35.95%+42.6pp | 302.83%-224.2pp |
| Employer contribution / active EE | $2,843 | $4,967-42.8% | $4,087-30.4% | $4,761-40.3% |
| Participant deferral / active EE | $5,760 | $6,415-10.2% | $5,632+2.3% | $5,982-3.7% |
| Admin fee / account holder | $67 | $11,864-99.4% | $9,500-99.3% | $11,246-99.4% |