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 | $19,277 | $142,405-86.5% | $115,157-83.3% | $152,861-87.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 62.57% | 41.48%+21.1pp | 35.60%+27.0pp | 345.32%-282.8pp |
| Employer contribution / active EE | $2,700 | $4,010-32.7% | $3,179-15.0% | $4,762-43.3% |
| Participant deferral / active EE | $8,147 | $5,164+57.8% | $4,168+95.4% | $5,850+39.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |