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 5-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 | $22,429 | $209,832-89.3% | $189,513-88.2% | $167,490-86.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 68.56% | 748.27%-679.7pp | 555.15%-486.6pp | 478.56%-410.0pp |
| Employer contribution / active EE | $11,630 | $6,914+68.2% | $6,162+88.8% | $4,837+140.4% |
| Participant deferral / active EE | $4,604 | $8,935-48.5% | $8,221-44.0% | $6,341-27.4% |
| Admin fee / account holder | $58 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |