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 | $13,037 | $107,934-87.9% | $91,989-85.8% | $152,861-91.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.51% | 89.24%-62.7pp | 69.02%-42.5pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,796 | $4,210-33.6% | $3,452-19.0% | $4,762-41.3% |
| Participant deferral / active EE | $8,680 | $6,364+36.4% | $5,923+46.5% | $5,850+48.4% |
| Admin fee / account holder | $289 | $10,520-97.3% | $7,743-96.3% | $11,596-97.5% |