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 | $20,809 | $209,411-90.1% | $178,490-88.3% | $158,922-86.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.51% | 188.75%-163.2pp | 151.07%-125.6pp | 302.83%-277.3pp |
| Employer contribution / active EE | $6,466 | $5,706+13.3% | $5,011+29.0% | $4,761+35.8% |
| Participant deferral / active EE | $7,033 | $5,954+18.1% | $5,202+35.2% | $5,982+17.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |