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 8-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 | $28,027 | $202,318-86.1% | $172,739-83.8% | $152,861-81.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.12% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $16,860 | $5,856+187.9% | $5,143+227.8% | $4,762+254.0% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,850+224.8% |
| Admin fee / account holder | $194 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |