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 | $21,912 | $209,411-89.5% | $178,490-87.7% | $158,922-86.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 84.91% | 188.75%-103.8pp | 151.07%-66.2pp | 302.83%-217.9pp |
| Employer contribution / active EE | $8,942 | $5,706+56.7% | $5,011+78.5% | $4,761+87.8% |
| Participant deferral / active EE | $5,300 | $5,954-11.0% | $5,202+1.9% | $5,982-11.4% |
| Admin fee / account holder | $88 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |