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 | $32,967 | $183,963-82.1% | $162,163-79.7% | $152,861-78.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 270.92% | 150.76%+120.2pp | 115.59%+155.3pp | 345.32%-74.4pp |
| Employer contribution / active EE | $4,651 | $6,371-27.0% | $5,614-17.2% | $4,762-2.3% |
| Participant deferral / active EE | $7,298 | $8,034-9.2% | $7,2980% | $5,850+24.7% |
| Admin fee / account holder | $84 | $13,121-99.4% | $10,843-99.2% | $11,596-99.3% |