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 | $28,029 | $202,318-86.1% | $172,739-83.8% | $152,861-81.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.53% | 1029.65%-1002.1pp | 802.84%-775.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $3,113 | $5,856-46.8% | $5,143-39.5% | $4,762-34.6% |
| Participant deferral / active EE | $9,693 | $5,948+63.0% | $5,198+86.5% | $5,850+65.7% |
| Admin fee / account holder | $131 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |