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 4-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 | $11,536 | $202,432-94.3% | $169,368-93.2% | $139,434-91.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 42.55% | 531.74%-489.2pp | 405.60%-363.1pp | 372.94%-330.4pp |
| Employer contribution / active EE | $3,316 | $4,692-29.3% | $4,013-17.4% | $4,751-30.2% |
| Participant deferral / active EE | $5,356 | $6,938-22.8% | $6,221-13.9% | $6,710-20.2% |
| Admin fee / account holder | $43 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |