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 8-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 | $16,898 | $197,591-91.4% | $177,821-90.5% | $158,922-89.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.59% | 58.76%-32.2pp | 48.32%-21.7pp | 302.83%-276.2pp |
| Employer contribution / active EE | $6,400 | $6,697-4.4% | $5,918+8.1% | $4,761+34.4% |
| Participant deferral / active EE | $3,320 | $8,405-60.5% | $7,714-57.0% | $5,982-44.5% |
| Admin fee / account holder | $300 | $15,399-98.1% | $12,427-97.6% | $11,246-97.3% |