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 | $14,673 | $165,335-91.1% | $149,696-90.2% | $158,922-90.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 43.61% | 348.15%-304.5pp | 276.60%-233.0pp | 302.83%-259.2pp |
| Employer contribution / active EE | $2,441 | $5,103-52.2% | $4,644-47.4% | $4,761-48.7% |
| Participant deferral / active EE | $3,964 | $7,181-44.8% | $6,842-42.1% | $5,982-33.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |