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 | $11,924 | $165,335-92.8% | $149,696-92.0% | $158,922-92.5% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 333.51% | 348.15%-14.6pp | 276.60%+56.9pp | 302.83%+30.7pp |
| Employer contribution / active EE | $3,252 | $5,103-36.3% | $4,644-30.0% | $4,761-31.7% |
| Participant deferral / active EE | $3,495 | $7,181-51.3% | $6,842-48.9% | $5,982-41.6% |
| Admin fee / account holder | $170 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |