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 7-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 | $23,654 | $209,411-88.7% | $178,490-86.7% | $158,922-85.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.10% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $7,535 | $5,706+32.0% | $5,011+50.4% | $4,761+58.3% |
| Participant deferral / active EE | $5,888 | $5,954-1.1% | $5,202+13.2% | $5,982-1.6% |
| Admin fee / account holder | $110 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |