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 10-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 | $12,592 | $152,587-91.7% | $125,175-89.9% | $152,861-91.8% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 297.75% | 54.84%+242.9pp | 43.79%+254.0pp | 345.32%-47.6pp |
| Employer contribution / active EE | $2,565 | $4,946-48.1% | $3,865-33.6% | $4,762-46.1% |
| Participant deferral / active EE | $5,688 | $5,868-3.1% | $4,937+15.2% | $5,850-2.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |