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 | $13,819 | $165,335-91.6% | $149,696-90.8% | $158,922-91.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 365.06% | 348.15%+16.9pp | 276.60%+88.5pp | 302.83%+62.2pp |
| Employer contribution / active EE | $3,364 | $5,103-34.1% | $4,644-27.6% | $4,761-29.3% |
| Participant deferral / active EE | $6,229 | $7,181-13.3% | $6,842-9.0% | $5,982+4.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |