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 | $15,502 | $214,378-92.8% | $200,582-92.3% | $142,382-89.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.40% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,305 | $6,841-66.3% | $6,419-64.1% | $4,299-46.4% |
| Participant deferral / active EE | $3,580 | $9,865-63.7% | $9,331-61.6% | $6,507-45.0% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |