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 8-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 | $12,434 | $209,411-94.1% | $178,490-93.0% | $158,922-92.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.18% | 188.75%-163.6pp | 151.07%-125.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $2,446 | $5,706-57.1% | $5,011-51.2% | $4,761-48.6% |
| Participant deferral / active EE | $3,723 | $5,954-37.5% | $5,202-28.4% | $5,982-37.8% |
| Admin fee / account holder | $28 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |