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 | $10,644 | $185,822-94.3% | $169,993-93.7% | $139,434-92.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 59.44% | 60.50%-1.1pp | 53.37%+6.1pp | 372.94%-313.5pp |
| Employer contribution / active EE | $4,506 | $7,590-40.6% | $6,785-33.6% | $4,751-5.2% |
| Participant deferral / active EE | $9,673 | $11,622-16.8% | $10,408-7.1% | $6,710+44.2% |
| Admin fee / account holder | $17 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |