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 | $21,084 | $89,355-76.4% | $141,162-85.1% | $72,985-71.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 57.02% | 111.85%-54.8pp | 71.39%-14.4pp | 81.00%-24.0pp |
| Employer contribution / active EE | $10,252 | $3,114+229.2% | $4,735+116.5% | $2,440+320.2% |
| Participant deferral / active EE | $8,496 | $5,418+56.8% | $6,709+26.6% | $3,607+135.5% |
| Admin fee / account holder | $28 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |