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 6-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 | $19,518 | $217,402-91.0% | $185,823-89.5% | $167,490-88.3% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 47.14% | 148.36%-101.2pp | 122.05%-74.9pp | 478.56%-431.4pp |
| Employer contribution / active EE | $1,729 | $5,873-70.6% | $5,167-66.5% | $4,837-64.3% |
| Participant deferral / active EE | $4,743 | $6,356-25.4% | $5,568-14.8% | $6,341-25.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |