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 6-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 | $13,124 | $115,882-88.7% | $100,516-86.9% | $158,922-91.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 43.47% | 34.79%+8.7pp | 30.89%+12.6pp | 302.83%-259.4pp |
| Employer contribution / active EE | $2,005 | $4,103-51.1% | $3,418-41.3% | $4,761-57.9% |
| Participant deferral / active EE | $2,507 | $6,674-62.4% | $6,270-60.0% | $5,982-58.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |