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 4-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 | $18,715 | $150,187-87.5% | $120,354-84.4% | $145,922-87.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.21% | 154.07%-135.9pp | 107.15%-88.9pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,545 | $4,348-64.5% | $3,463-55.4% | $4,660-66.8% |
| Participant deferral / active EE | $3,390 | $6,173-45.1% | $4,991-32.1% | $6,688-49.3% |
| Admin fee / account holder | $22 | $12,207-99.8% | $9,423-99.8% | $13,397-99.8% |