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 | $16,166 | $176,056-90.8% | $159,436-89.9% | $167,490-90.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.16% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,465 | $5,297-53.5% | $4,829-49.0% | $4,837-49.1% |
| Participant deferral / active EE | $9,132 | $7,750+17.8% | $7,352+24.2% | $6,341+44.0% |
| Admin fee / account holder | $111 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |