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 8-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 | $16,112 | $209,411-92.3% | $178,490-91.0% | $158,922-89.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.52% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,622 | $5,706-54.1% | $5,011-47.7% | $4,761-44.9% |
| Participant deferral / active EE | $3,032 | $5,954-49.1% | $5,202-41.7% | $5,982-49.3% |
| Admin fee / account holder | $9 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |