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 | $19,478 | $226,064-91.4% | $182,532-89.3% | $152,861-87.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.22% | 192.51%-178.3pp | 148.54%-134.3pp | 345.32%-331.1pp |
| Employer contribution / active EE | $528 | $4,978-89.4% | $4,076-87.0% | $4,762-88.9% |
| Participant deferral / active EE | $8,490 | $6,368+33.3% | $5,524+53.7% | $5,850+45.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |