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 | $30,281 | $209,411-85.5% | $178,490-83.0% | $158,922-80.9% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 18.82% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,338 | $5,706-76.6% | $5,011-73.3% | $4,761-71.9% |
| Participant deferral / active EE | $2,616 | $5,954-56.1% | $5,202-49.7% | $5,982-56.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |