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 | $14,862 | $106,890-86.1% | $84,015-82.3% | $152,861-90.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 209.74% | 104.99%+104.8pp | 71.31%+138.4pp | 345.32%-135.6pp |
| Employer contribution / active EE | $2,504 | $2,734-8.4% | $1,983+26.3% | $4,762-47.4% |
| Participant deferral / active EE | $4,268 | $4,011+6.4% | $3,239+31.8% | $5,850-27.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |