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 9-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 | $17,414 | $160,055-89.1% | $140,016-87.6% | $135,375-87.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.21% | 911.38%-908.2pp | 651.12%-647.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $3,603 | $6,420-43.9% | $5,606-35.7% | $4,779-24.6% |
| Participant deferral / active EE | $6,823 | $7,642-10.7% | $6,927-1.5% | $5,609+21.6% |
| Admin fee / account holder | $206 | $13,328-98.5% | $10,705-98.1% | $10,827-98.1% |