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 6-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 | $23,896 | $217,402-89.0% | $185,823-87.1% | $167,490-85.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.27% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,171 | $5,873-29.0% | $5,167-19.3% | $4,837-13.8% |
| Participant deferral / active EE | $7,301 | $6,356+14.9% | $5,568+31.1% | $6,341+15.1% |
| Admin fee / account holder | $134 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |