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 | $17,312 | $183,963-90.6% | $162,163-89.3% | $152,861-88.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.54% | 150.76%-125.2pp | 115.59%-90.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,929 | $6,371-69.7% | $5,614-65.6% | $4,762-59.5% |
| Participant deferral / active EE | $3,792 | $8,034-52.8% | $7,298-48.0% | $5,850-35.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |