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 | $17,598 | $165,335-89.4% | $149,696-88.2% | $158,922-88.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.63% | 348.15%-312.5pp | 276.60%-241.0pp | 302.83%-267.2pp |
| Employer contribution / active EE | $3,183 | $5,103-37.6% | $4,644-31.5% | $4,761-33.1% |
| Participant deferral / active EE | $7,809 | $7,181+8.7% | $6,842+14.1% | $5,982+30.5% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |