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 | $19,054 | $176,056-89.2% | $159,436-88.0% | $167,490-88.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.57% | 331.75%-307.2pp | 263.57%-239.0pp | 478.56%-454.0pp |
| Employer contribution / active EE | $2,751 | $5,297-48.1% | $4,829-43.0% | $4,837-43.1% |
| Participant deferral / active EE | $6,227 | $7,750-19.7% | $7,352-15.3% | $6,341-1.8% |
| Admin fee / account holder | $38 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |