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 | $31,833 | $183,963-82.7% | $162,163-80.4% | $152,861-79.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.45% | 150.76%-118.3pp | 115.59%-83.1pp | 345.32%-312.9pp |
| Employer contribution / active EE | $4,360 | $6,371-31.6% | $5,614-22.3% | $4,762-8.4% |
| Participant deferral / active EE | $17,300 | $8,034+115.3% | $7,298+137.0% | $5,850+195.7% |
| Admin fee / account holder | $25 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |