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 | $22,289 | $165,335-86.5% | $149,696-85.1% | $158,922-86.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 241.60% | 348.15%-106.5pp | 276.60%-35.0pp | 302.83%-61.2pp |
| Employer contribution / active EE | $2,041 | $5,103-60.0% | $4,644-56.0% | $4,761-57.1% |
| Participant deferral / active EE | $5,867 | $7,181-18.3% | $6,842-14.3% | $5,982-1.9% |
| Admin fee / account holder | $127 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |