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 | $11,320 | $115,770-90.2% | $101,248-88.8% | $158,922-92.9% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 63.55% | 56.14%+7.4pp | 46.47%+17.1pp | 302.83%-239.3pp |
| Employer contribution / active EE | $2,411 | $4,175-42.2% | $3,660-34.1% | $4,761-49.4% |
| Participant deferral / active EE | $3,873 | $4,957-21.9% | $4,370-11.4% | $5,982-35.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |