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 | $11,870 | $165,335-92.8% | $149,696-92.1% | $158,922-92.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.89% | 348.15%-309.3pp | 276.60%-237.7pp | 302.83%-263.9pp |
| Employer contribution / active EE | $1,975 | $5,103-61.3% | $4,644-57.5% | $4,761-58.5% |
| Participant deferral / active EE | $4,490 | $7,181-37.5% | $6,842-34.4% | $5,982-24.9% |
| Admin fee / account holder | $149 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |