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 6-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 | $18,364 | $209,832-91.2% | $189,513-90.3% | $167,490-89.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.93% | 748.27%-720.3pp | 555.15%-527.2pp | 478.56%-450.6pp |
| Employer contribution / active EE | $5,514 | $6,914-20.2% | $6,162-10.5% | $4,837+14.0% |
| Participant deferral / active EE | $7,956 | $8,935-11.0% | $8,221-3.2% | $6,341+25.5% |
| Admin fee / account holder | $198 | $14,293-98.6% | $12,045-98.4% | $12,309-98.4% |