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 4-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 | $13,641 | $159,602-91.5% | $150,045-90.9% | $142,382-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 40.63% | 70.24%-29.6pp | 62.55%-21.9pp | 217.08%-176.4pp |
| Employer contribution / active EE | $4,901 | $4,961-1.2% | $4,693+4.4% | $4,299+14.0% |
| Participant deferral / active EE | $9,604 | $8,310+15.6% | $7,997+20.1% | $6,507+47.6% |
| Admin fee / account holder | $92 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |