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 4-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 | $13,549 | $183,519-92.6% | $155,509-91.3% | $145,922-90.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.36% | 61.17%-26.8pp | 64.67%-30.3pp | 561.29%-526.9pp |
| Employer contribution / active EE | $5,513 | $5,313+3.8% | $4,672+18.0% | $4,660+18.3% |
| Participant deferral / active EE | $9,790 | $6,462+51.5% | $5,626+74.0% | $6,688+46.4% |
| Admin fee / account holder | $18 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |