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 | $11,616 | $140,940-91.8% | $112,229-89.6% | $139,434-91.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.43% | 32.71%-10.3pp | 30.20%-7.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,931 | $4,283-31.6% | $3,430-14.6% | $4,751-38.3% |
| Participant deferral / active EE | $6,189 | $5,874+5.4% | $4,798+29.0% | $6,710-7.8% |
| Admin fee / account holder | $135 | $9,954-98.6% | $7,748-98.3% | $11,403-98.8% |