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 6-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 | $16,714 | $185,822-91.0% | $169,993-90.2% | $139,434-88.0% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 20.37% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,952 | $7,590-74.3% | $6,785-71.2% | $4,751-58.9% |
| Participant deferral / active EE | $3,261 | $11,622-71.9% | $10,408-68.7% | $6,710-51.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |