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 3-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 | $14,632 | $210,648-93.1% | $177,989-91.8% | $145,922-90.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.22% | 385.86%-372.6pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,130 | $4,565-53.3% | $3,949-46.1% | $4,660-54.3% |
| Participant deferral / active EE | $4,937 | $6,958-29.0% | $6,276-21.3% | $6,688-26.2% |
| Admin fee / account holder | $144 | $12,013-98.8% | $10,363-98.6% | $13,397-98.9% |