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 9-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 | $28,267 | $202,318-86.0% | $172,739-83.6% | $152,861-81.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.35% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $4,574 | $5,856-21.9% | $5,143-11.1% | $4,762-4.0% |
| Participant deferral / active EE | $7,702 | $5,948+29.5% | $5,198+48.2% | $5,850+31.7% |
| Admin fee / account holder | $189 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |