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 | $14,485 | $157,256-90.8% | $141,162-89.7% | $152,861-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 40.35% | 64.32%-24.0pp | 71.39%-31.0pp | 345.32%-305.0pp |
| Employer contribution / active EE | $3,392 | $5,261-35.5% | $4,735-28.4% | $4,762-28.8% |
| Participant deferral / active EE | $4,320 | $7,109-39.2% | $6,709-35.6% | $5,850-26.2% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |