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 | $17,060 | $106,890-84.0% | $84,015-79.7% | $152,861-88.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 24.81% | 104.99%-80.2pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,639 | $2,734-40.1% | $1,983-17.4% | $4,762-65.6% |
| Participant deferral / active EE | $5,934 | $4,011+47.9% | $3,239+83.2% | $5,850+1.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |