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 9-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 | $12,749 | $107,791-88.2% | $90,645-85.9% | $135,375-90.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | 107.68% | -0.90%+108.6pp | 1.88%+105.8pp | 519.73%-412.1pp |
| Employer contribution / active EE | $1,325 | $3,018-56.1% | $2,532-47.7% | $4,779-72.3% |
| Participant deferral / active EE | $5,577 | $3,872+44.0% | $3,425+62.9% | $5,609-0.6% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |