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 | $25,659 | $162,781-84.2% | $133,956-80.8% | $158,922-83.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.48% | 41.94%-6.5pp | 45.09%-9.6pp | 302.83%-267.3pp |
| Employer contribution / active EE | $17,196 | $4,975+245.6% | $3,919+338.8% | $4,761+261.2% |
| Participant deferral / active EE | $2,335 | $5,911-60.5% | $5,048-53.7% | $5,982-61.0% |
| Admin fee / account holder | $159 | $11,736-98.6% | $8,927-98.2% | $11,246-98.6% |