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 9-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 | $23,323 | $183,963-87.3% | $162,163-85.6% | $152,861-84.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.91% | 150.76%-129.9pp | 115.59%-94.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,340 | $6,371-47.6% | $5,614-40.5% | $4,762-29.9% |
| Participant deferral / active EE | $4,346 | $8,034-45.9% | $7,298-40.5% | $5,850-25.7% |
| Admin fee / account holder | $29 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |