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 3-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 | $13,276 | $210,648-93.7% | $177,989-92.5% | $145,922-90.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.57% | 385.86%-367.3pp | 294.48%-275.9pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,315 | $4,565-49.3% | $3,949-41.4% | $4,660-50.3% |
| Participant deferral / active EE | $6,730 | $6,958-3.3% | $6,276+7.2% | $6,688+0.6% |
| Admin fee / account holder | $36 | $12,013-99.7% | $10,363-99.7% | $13,397-99.7% |