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 8-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 | $13,845 | $202,318-93.2% | $172,739-92.0% | $152,861-90.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.22% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,771 | $5,856-18.5% | $5,143-7.2% | $4,762+0.2% |
| Participant deferral / active EE | $4,410 | $5,948-25.9% | $5,198-15.1% | $5,850-24.6% |
| Admin fee / account holder | $205 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |