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 | $15,967 | $140,940-88.7% | $112,229-85.8% | $139,434-88.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.20% | 32.71%-11.5pp | 30.20%-9.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,632 | $4,283-38.6% | $3,430-23.3% | $4,751-44.6% |
| Participant deferral / active EE | $3,456 | $5,874-41.2% | $4,798-28.0% | $6,710-48.5% |
| Admin fee / account holder | $200 | $9,954-98.0% | $7,748-97.4% | $11,403-98.2% |