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 | $19,189 | $209,411-90.8% | $178,490-89.2% | $158,922-87.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 39.02% | 188.75%-149.7pp | 151.07%-112.1pp | 302.83%-263.8pp |
| Employer contribution / active EE | $5,772 | $5,706+1.1% | $5,011+15.2% | $4,761+21.2% |
| Participant deferral / active EE | $11,232 | $5,954+88.6% | $5,202+115.9% | $5,982+87.8% |
| Admin fee / account holder | $183 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |