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 | $19,510 | $209,411-90.7% | $178,490-89.1% | $158,922-87.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.48% | 188.75%-164.3pp | 151.07%-126.6pp | 302.83%-278.3pp |
| Employer contribution / active EE | $3,055 | $5,706-46.5% | $5,011-39.0% | $4,761-35.8% |
| Participant deferral / active EE | $4,753 | $5,954-20.2% | $5,202-8.6% | $5,982-20.5% |
| Admin fee / account holder | $251 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |