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 | $16,569 | $183,963-91.0% | $162,163-89.8% | $152,861-89.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.42% | 150.76%-122.3pp | 115.59%-87.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,454 | $6,371-77.2% | $5,614-74.1% | $4,762-69.5% |
| Participant deferral / active EE | $5,157 | $8,034-35.8% | $7,298-29.3% | $5,850-11.8% |
| Admin fee / account holder | $277 | $13,121-97.9% | $10,843-97.4% | $11,596-97.6% |