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 | $16,351 | $209,411-92.2% | $178,490-90.8% | $158,922-89.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.71% | 188.75%-164.0pp | 151.07%-126.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,976 | $5,706-47.9% | $5,011-40.6% | $4,761-37.5% |
| Participant deferral / active EE | $5,349 | $5,954-10.2% | $5,202+2.8% | $5,982-10.6% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |