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 | $16,795 | $183,963-90.9% | $162,163-89.6% | $152,861-89.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 84.49% | 150.76%-66.3pp | 115.59%-31.1pp | 345.32%-260.8pp |
| Employer contribution / active EE | $2,112 | $6,371-66.9% | $5,614-62.4% | $4,762-55.7% |
| Participant deferral / active EE | $5,067 | $8,034-36.9% | $7,298-30.6% | $5,850-13.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |