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 7-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 | $20,514 | $217,402-90.6% | $185,823-89.0% | $167,490-87.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.63% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,189 | $5,873-45.7% | $5,167-38.3% | $4,837-34.1% |
| Participant deferral / active EE | $4,567 | $6,356-28.2% | $5,568-18.0% | $6,341-28.0% |
| Admin fee / account holder | $128 | $19,811-99.4% | $16,237-99.2% | $12,309-99.0% |