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 | $14,442 | $115,770-87.5% | $101,248-85.7% | $158,922-90.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.66% | 56.14%-26.5pp | 46.47%-16.8pp | 302.83%-273.2pp |
| Employer contribution / active EE | $2,423 | $4,175-42.0% | $3,660-33.8% | $4,761-49.1% |
| Participant deferral / active EE | $10,133 | $4,957+104.4% | $4,370+131.9% | $5,982+69.4% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |