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 3-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 | $17,541 | $117,841-85.1% | $102,423-82.9% | $145,922-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 177.32% | 31.65%+145.7pp | 29.32%+148.0pp | 561.29%-384.0pp |
| Employer contribution / active EE | $3,348 | $3,615-7.4% | $3,023+10.7% | $4,660-28.1% |
| Participant deferral / active EE | $5,609 | $5,731-2.1% | $5,053+11.0% | $6,688-16.1% |
| Admin fee / account holder | $17 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |