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 | $19,183 | $209,411-90.8% | $178,490-89.3% | $158,922-87.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 50.78% | 188.75%-138.0pp | 151.07%-100.3pp | 302.83%-252.0pp |
| Employer contribution / active EE | $2,170 | $5,706-62.0% | $5,011-56.7% | $4,761-54.4% |
| Participant deferral / active EE | $7,226 | $5,954+21.4% | $5,202+38.9% | $5,982+20.8% |
| Admin fee / account holder | $100 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |