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 | $14,478 | $202,318-92.8% | $172,739-91.6% | $152,861-90.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.10% | 1029.65%-1001.6pp | 802.84%-774.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,398 | $5,856-76.1% | $5,143-72.8% | $4,762-70.7% |
| Participant deferral / active EE | $3,348 | $5,948-43.7% | $5,198-35.6% | $5,850-42.8% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |