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 | $21,478 | $183,963-88.3% | $162,163-86.8% | $152,861-85.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 49.51% | 150.76%-101.3pp | 115.59%-66.1pp | 345.32%-295.8pp |
| Employer contribution / active EE | $6,300 | $6,371-1.1% | $5,614+12.2% | $4,762+32.3% |
| Participant deferral / active EE | $6,300 | $8,034-21.6% | $7,298-13.7% | $5,850+7.7% |
| Admin fee / account holder | $107 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |