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 4-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 | $16,278 | $214,378-92.4% | $200,582-91.9% | $142,382-88.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.24% | 46.41%-20.2pp | 42.33%-16.1pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,581 | $6,841-62.3% | $6,419-59.8% | $4,299-40.0% |
| Participant deferral / active EE | $4,073 | $9,865-58.7% | $9,331-56.3% | $6,507-37.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |