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 7-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 | $16,919 | $176,056-90.4% | $159,436-89.4% | $167,490-89.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 63.47% | 331.75%-268.3pp | 263.57%-200.1pp | 478.56%-415.1pp |
| Employer contribution / active EE | $1,488 | $5,297-71.9% | $4,829-69.2% | $4,837-69.2% |
| Participant deferral / active EE | $9,342 | $7,750+20.5% | $7,352+27.1% | $6,341+47.3% |
| Admin fee / account holder | $116 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |