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 | $15,166 | $202,432-92.5% | $169,368-91.0% | $139,434-89.1% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 23.75% | 531.74%-508.0pp | 405.60%-381.8pp | 372.94%-349.2pp |
| Employer contribution / active EE | $13,862 | $4,692+195.4% | $4,013+245.5% | $4,751+191.8% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $4 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |