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 6-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 | $26,604 | $176,812-85.0% | $146,665-81.9% | $167,490-84.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 37.48% | 24.03%+13.4pp | 22.74%+14.7pp | 478.56%-441.1pp |
| Employer contribution / active EE | $7,871 | $5,160+52.5% | $4,136+90.3% | $4,837+62.7% |
| Participant deferral / active EE | $7,831 | $6,440+21.6% | $5,506+42.2% | $6,341+23.5% |
| Admin fee / account holder | $16 | $13,259-99.9% | $10,280-99.8% | $12,309-99.9% |