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 8-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 | $19,129 | $183,963-89.6% | $162,163-88.2% | $152,861-87.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 45.80% | 150.76%-105.0pp | 115.59%-69.8pp | 345.32%-299.5pp |
| Employer contribution / active EE | $6,596 | $6,371+3.5% | $5,614+17.5% | $4,762+38.5% |
| Participant deferral / active EE | $16,208 | $8,034+101.7% | $7,298+122.1% | $5,850+177.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |