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 | $17,113 | $159,901-89.3% | $146,958-88.4% | $145,922-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,710 | $5,286-48.7% | $4,933-45.1% | $4,660-41.9% |
| Participant deferral / active EE | $6,596 | $8,428-21.7% | $8,070-18.3% | $6,688-1.4% |
| Admin fee / account holder | $16 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |