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 | $18,222 | $209,411-91.3% | $178,490-89.8% | $158,922-88.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.38% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,123 | $5,706-45.3% | $5,011-37.7% | $4,761-34.4% |
| Participant deferral / active EE | $3,345 | $5,954-43.8% | $5,202-35.7% | $5,982-44.1% |
| Admin fee / account holder | $177 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |