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 | $11,752 | $185,822-93.7% | $169,993-93.1% | $139,434-91.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 49.91% | 60.50%-10.6pp | 53.37%-3.5pp | 372.94%-323.0pp |
| Employer contribution / active EE | $2,430 | $7,590-68.0% | $6,785-64.2% | $4,751-48.9% |
| Participant deferral / active EE | $6,343 | $11,622-45.4% | $10,408-39.1% | $6,710-5.5% |
| Admin fee / account holder | $59 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |