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 | $21,734 | $209,411-89.6% | $178,490-87.8% | $158,922-86.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.35% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $4,503 | $5,706-21.1% | $5,011-10.1% | $4,761-5.4% |
| Participant deferral / active EE | $4,681 | $5,954-21.4% | $5,202-10.0% | $5,982-21.7% |
| Admin fee / account holder | $251 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |