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 | $13,645 | $142,405-90.4% | $115,157-88.2% | $152,861-91.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 55.94% | 41.48%+14.5pp | 35.60%+20.3pp | 345.32%-289.4pp |
| Employer contribution / active EE | $2,882 | $4,010-28.1% | $3,179-9.3% | $4,762-39.5% |
| Participant deferral / active EE | $5,430 | $5,164+5.2% | $4,168+30.3% | $5,850-7.2% |
| Admin fee / account holder | $41 | $8,462-99.5% | $7,088-99.4% | $11,596-99.6% |