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 | $31,019 | $209,832-85.2% | $189,513-83.6% | $167,490-81.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.59% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $3,209 | $6,914-53.6% | $6,162-47.9% | $4,837-33.7% |
| Participant deferral / active EE | $8,290 | $8,935-7.2% | $8,221+0.8% | $6,341+30.7% |
| Admin fee / account holder | $171 | $14,293-98.8% | $12,045-98.6% | $12,309-98.6% |