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 | $16,615 | $176,056-90.6% | $159,436-89.6% | $167,490-90.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.26% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $9,923 | $5,297+87.3% | $4,829+105.5% | $4,837+105.1% |
| Participant deferral / active EE | $3,984 | $7,750-48.6% | $7,352-45.8% | $6,341-37.2% |
| Admin fee / account holder | $47 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |