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 | $20,596 | $228,332-91.0% | $185,823-88.9% | $158,922-87.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.75% | 40.80%-9.1pp | 35.95%-4.2pp | 302.83%-271.1pp |
| Employer contribution / active EE | $4,227 | $4,967-14.9% | $4,087+3.4% | $4,761-11.2% |
| Participant deferral / active EE | $9,564 | $6,415+49.1% | $5,632+69.8% | $5,982+59.9% |
| Admin fee / account holder | $58 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |