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 | $22,412 | $197,591-88.7% | $177,821-87.4% | $158,922-85.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.25% | 58.76%-43.5pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,130 | $6,697-68.2% | $5,918-64.0% | $4,761-55.3% |
| Participant deferral / active EE | $3,764 | $8,405-55.2% | $7,714-51.2% | $5,982-37.1% |
| Admin fee / account holder | $95 | $15,399-99.4% | $12,427-99.2% | $11,246-99.2% |