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 | $15,051 | $197,591-92.4% | $177,821-91.5% | $158,922-90.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 41.64% | 58.76%-17.1pp | 48.32%-6.7pp | 302.83%-261.2pp |
| Employer contribution / active EE | $1,466 | $6,697-78.1% | $5,918-75.2% | $4,761-69.2% |
| Participant deferral / active EE | $12,121 | $8,405+44.2% | $7,714+57.1% | $5,982+102.6% |
| Admin fee / account holder | $78 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |