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 | $15,433 | $107,334-85.6% | $92,893-83.4% | $152,861-89.9% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 63.58% | 145.58%-82.0pp | 109.41%-45.8pp | 345.32%-281.7pp |
| Employer contribution / active EE | $4,827 | $4,221+14.4% | $3,653+32.1% | $4,762+1.4% |
| Participant deferral / active EE | $5,995 | $4,845+23.7% | $4,236+41.5% | $5,850+2.5% |
| Admin fee / account holder | $199 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |