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 | $20,604 | $202,318-89.8% | $172,739-88.1% | $152,861-86.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.10% | 1029.65%-998.6pp | 802.84%-771.7pp | 345.32%-314.2pp |
| Employer contribution / active EE | $2,837 | $5,856-51.6% | $5,143-44.8% | $4,762-40.4% |
| Participant deferral / active EE | $3,078 | $5,948-48.3% | $5,198-40.8% | $5,850-47.4% |
| Admin fee / account holder | $23 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |