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 | $12,237 | $183,963-93.3% | $162,163-92.5% | $152,861-92.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 46.45% | 150.76%-104.3pp | 115.59%-69.1pp | 345.32%-298.9pp |
| Employer contribution / active EE | $3,396 | $6,371-46.7% | $5,614-39.5% | $4,762-28.7% |
| Participant deferral / active EE | $3,707 | $8,034-53.9% | $7,298-49.2% | $5,850-36.6% |
| Admin fee / account holder | $79 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |