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 | $13,580 | $165,335-91.8% | $149,696-90.9% | $158,922-91.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.21% | 348.15%-307.9pp | 276.60%-236.4pp | 302.83%-262.6pp |
| Employer contribution / active EE | $2,221 | $5,103-56.5% | $4,644-52.2% | $4,761-53.4% |
| Participant deferral / active EE | $4,097 | $7,181-42.9% | $6,842-40.1% | $5,982-31.5% |
| Admin fee / account holder | $37 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |