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 5-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 | $18,509 | $209,832-91.2% | $189,513-90.2% | $167,490-88.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.26% | 748.27%-716.0pp | 555.15%-522.9pp | 478.56%-446.3pp |
| Employer contribution / active EE | $1,600 | $6,914-76.9% | $6,162-74.0% | $4,837-66.9% |
| Participant deferral / active EE | $9,292 | $8,935+4.0% | $8,221+13.0% | $6,341+46.5% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |