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 7-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 | $27,248 | $162,781-83.3% | $133,956-79.7% | $158,922-82.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.18% | 41.94%-11.8pp | 45.09%-14.9pp | 302.83%-272.6pp |
| Employer contribution / active EE | $4,587 | $4,975-7.8% | $3,919+17.1% | $4,761-3.7% |
| Participant deferral / active EE | $11,017 | $5,911+86.4% | $5,048+118.3% | $5,982+84.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |