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 6-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 | $19,708 | $217,402-90.9% | $185,823-89.4% | $167,490-88.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 51.83% | 148.36%-96.5pp | 122.05%-70.2pp | 478.56%-426.7pp |
| Employer contribution / active EE | $1,929 | $5,873-67.2% | $5,167-62.7% | $4,837-60.1% |
| Participant deferral / active EE | $6,833 | $6,356+7.5% | $5,568+22.7% | $6,341+7.7% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |