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 9-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 | $17,438 | $226,064-92.3% | $182,532-90.4% | $152,861-88.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.05% | 192.51%-179.5pp | 148.54%-135.5pp | 345.32%-332.3pp |
| Employer contribution / active EE | $6,698 | $4,978+34.5% | $4,076+64.3% | $4,762+40.7% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $132 | $10,703-98.8% | $8,592-98.5% | $11,596-98.9% |