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 | $22,497 | $217,402-89.7% | $185,823-87.9% | $167,490-86.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.37% | 148.36%-139.0pp | 122.05%-112.7pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,742 | $5,873-53.3% | $5,167-46.9% | $4,837-43.3% |
| Participant deferral / active EE | $3,032 | $6,356-52.3% | $5,568-45.5% | $6,341-52.2% |
| Admin fee / account holder | $239 | $19,811-98.8% | $16,237-98.5% | $12,309-98.1% |