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 | $12,116 | $228,332-94.7% | $185,823-93.5% | $158,922-92.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 56.46% | 40.80%+15.7pp | 35.95%+20.5pp | 302.83%-246.4pp |
| Employer contribution / active EE | $973 | $4,967-80.4% | $4,087-76.2% | $4,761-79.6% |
| Participant deferral / active EE | $5,824 | $6,415-9.2% | $5,632+3.4% | $5,982-2.6% |
| Admin fee / account holder | $121 | $11,864-99.0% | $9,500-98.7% | $11,246-98.9% |