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 | $20,698 | $157,256-86.8% | $141,162-85.3% | $152,861-86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.56% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,331 | $5,261-55.7% | $4,735-50.8% | $4,762-51.0% |
| Participant deferral / active EE | $2,916 | $7,109-59.0% | $6,709-56.5% | $5,850-50.2% |
| Admin fee / account holder | $261 | $12,120-97.8% | $10,261-97.5% | $11,596-97.7% |