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 | $16,544 | $162,781-89.8% | $133,956-87.6% | $158,922-89.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 31.61% | 41.94%-10.3pp | 45.09%-13.5pp | 302.83%-271.2pp |
| Employer contribution / active EE | $3,817 | $4,975-23.3% | $3,919-2.6% | $4,761-19.8% |
| Participant deferral / active EE | $5,350 | $5,911-9.5% | $5,048+6.0% | $5,982-10.6% |
| Admin fee / account holder | $92 | $11,736-99.2% | $8,927-99.0% | $11,246-99.2% |