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 | $13,276 | $157,256-91.6% | $141,162-90.6% | $152,861-91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 302.36% | 64.32%+238.0pp | 71.39%+231.0pp | 345.32%-43.0pp |
| Employer contribution / active EE | $1,552 | $5,261-70.5% | $4,735-67.2% | $4,762-67.4% |
| Participant deferral / active EE | $10,275 | $7,109+44.5% | $6,709+53.2% | $5,850+75.6% |
| Admin fee / account holder | $31 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |