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 | $17,918 | $175,202-89.8% | $149,673-88.0% | $139,434-87.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 60.74% | 166.71%-106.0pp | 134.42%-73.7pp | 372.94%-312.2pp |
| Employer contribution / active EE | $3,663 | $5,474-33.1% | $4,818-24.0% | $4,751-22.9% |
| Participant deferral / active EE | $6,732 | $6,519+3.3% | $5,680+18.5% | $6,710+0.3% |
| Admin fee / account holder | $23 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |