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 | $25,525 | $180,449-85.9% | $154,107-83.4% | $135,375-81.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 88.77% | 888.09%-799.3pp | 735.12%-646.3pp | 519.73%-431.0pp |
| Employer contribution / active EE | $7,851 | $6,035+30.1% | $5,298+48.2% | $4,779+64.3% |
| Participant deferral / active EE | $7,400 | $5,806+27.5% | $5,081+45.7% | $5,609+31.9% |
| Admin fee / account holder | $180 | $16,143-98.9% | $13,411-98.7% | $10,827-98.3% |