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 | $13,829 | $202,318-93.2% | $172,739-92.0% | $152,861-91.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.57% | 1029.65%-992.1pp | 802.84%-765.3pp | 345.32%-307.7pp |
| Employer contribution / active EE | $3,823 | $5,856-34.7% | $5,143-25.7% | $4,762-19.7% |
| Participant deferral / active EE | $4,733 | $5,948-20.4% | $5,198-8.9% | $5,850-19.1% |
| Admin fee / account holder | $121 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |