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 | $17,278 | $209,411-91.7% | $178,490-90.3% | $158,922-89.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.46% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $9,673 | $5,706+69.5% | $5,011+93.0% | $4,761+103.2% |
| Participant deferral / active EE | $3,504 | $5,954-41.2% | $5,202-32.6% | $5,982-41.4% |
| Admin fee / account holder | $193 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |