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 | $20,929 | $202,318-89.7% | $172,739-87.9% | $152,861-86.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.46% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,943 | $5,856-32.7% | $5,143-23.3% | $4,762-17.2% |
| Participant deferral / active EE | $4,070 | $5,948-31.6% | $5,198-21.7% | $5,850-30.4% |
| Admin fee / account holder | $158 | $17,109-99.1% | $13,954-98.9% | $11,596-98.6% |