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 | $11,487 | $76,312-84.9% | $67,221-82.9% | $158,922-92.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 173.88% | 22.77%+151.1pp | 20.72%+153.2pp | 302.83%-128.9pp |
| Employer contribution / active EE | $2,773 | $4,476-38.0% | $3,723-25.5% | $4,761-41.8% |
| Participant deferral / active EE | $5,133 | $5,264-2.5% | $4,384+17.1% | $5,982-14.2% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |