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 | $16,073 | $198,466-91.9% | $170,442-90.6% | $147,584-89.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.11% | 257.29%-231.2pp | 205.93%-179.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $2,363 | $6,184-61.8% | $5,433-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $6,566 | $5,629+16.6% | $4,939+32.9% | $5,439+20.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |