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 | $16,045 | $126,574-87.3% | $106,213-84.9% | $145,922-89.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 28.65% | 224.79%-196.1pp | 116.14%-87.5pp | 561.29%-532.6pp |
| Employer contribution / active EE | $2,007 | $3,730-46.2% | $3,171-36.7% | $4,660-56.9% |
| Participant deferral / active EE | $7,194 | $5,724+25.7% | $5,016+43.4% | $6,688+7.6% |
| Admin fee / account holder | $16 | $17,304-99.9% | $11,033-99.9% | $13,397-99.9% |