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 4-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 | $16,356 | $159,602-89.8% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.98% | 70.24%-39.3pp | 62.55%-31.6pp | 217.08%-186.1pp |
| Employer contribution / active EE | $2,174 | $4,961-56.2% | $4,693-53.7% | $4,299-49.4% |
| Participant deferral / active EE | $9,416 | $8,310+13.3% | $7,997+17.7% | $6,507+44.7% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |