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 7-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 | $11,268 | $162,781-93.1% | $133,956-91.6% | $158,922-92.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 73.98% | 41.94%+32.0pp | 45.09%+28.9pp | 302.83%-228.8pp |
| Employer contribution / active EE | $3,471 | $4,975-30.2% | $3,919-11.4% | $4,761-27.1% |
| Participant deferral / active EE | $4,250 | $5,911-28.1% | $5,048-15.8% | $5,982-29.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |