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 | $22,295 | $162,781-86.3% | $133,956-83.4% | $158,922-86.0% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 26.68% | 41.94%-15.3pp | 45.09%-18.4pp | 302.83%-276.1pp |
| Employer contribution / active EE | $2,147 | $4,975-56.9% | $3,919-45.2% | $4,761-54.9% |
| Participant deferral / active EE | $4,372 | $5,911-26.0% | $5,048-13.4% | $5,982-26.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |