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 | $24,140 | $209,411-88.5% | $178,490-86.5% | $158,922-84.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 74.01% | 188.75%-114.7pp | 151.07%-77.1pp | 302.83%-228.8pp |
| Employer contribution / active EE | $9,918 | $5,706+73.8% | $5,011+97.9% | $4,761+108.3% |
| Participant deferral / active EE | $4,875 | $5,954-18.1% | $5,202-6.3% | $5,982-18.5% |
| Admin fee / account holder | $98 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |