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 | $10,380 | $209,411-95.0% | $178,490-94.2% | $158,922-93.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.05% | 188.75%-155.7pp | 151.07%-118.0pp | 302.83%-269.8pp |
| Employer contribution / active EE | $2,690 | $5,706-52.9% | $5,011-46.3% | $4,761-43.5% |
| Participant deferral / active EE | $4,139 | $5,954-30.5% | $5,202-20.4% | $5,982-30.8% |
| Admin fee / account holder | $250 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |