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 | $20,801 | $165,335-87.4% | $149,696-86.1% | $158,922-86.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.05% | 348.15%-326.1pp | 276.60%-254.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $5,073 | $5,103-0.6% | $4,644+9.2% | $4,761+6.5% |
| Participant deferral / active EE | $14,963 | $7,181+108.4% | $6,842+118.7% | $5,982+150.1% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |