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 | $22,010 | $152,587-85.6% | $125,175-82.4% | $152,861-85.6% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 282.24% | 54.84%+227.4pp | 43.79%+238.5pp | 345.32%-63.1pp |
| Employer contribution / active EE | $5,944 | $4,946+20.2% | $3,865+53.8% | $4,762+24.8% |
| Participant deferral / active EE | $10,119 | $5,868+72.5% | $4,937+105.0% | $5,850+73.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |