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 | $20,482 | $209,411-90.2% | $178,490-88.5% | $158,922-87.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.45% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,062 | $5,706+41.3% | $5,011+60.9% | $4,761+69.3% |
| Participant deferral / active EE | $3,280 | $5,954-44.9% | $5,202-37.0% | $5,982-45.2% |
| Admin fee / account holder | $35 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |