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 | $16,748 | $209,411-92.0% | $178,490-90.6% | $158,922-89.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 45.65% | 188.75%-143.1pp | 151.07%-105.4pp | 302.83%-257.2pp |
| Employer contribution / active EE | $3,244 | $5,706-43.1% | $5,011-35.3% | $4,761-31.9% |
| Participant deferral / active EE | $6,064 | $5,954+1.8% | $5,202+16.6% | $5,982+1.4% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |