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 | $10,627 | $105,998-90.0% | $92,233-88.5% | $147,584-92.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 28.59% | 50.05%-21.5pp | 176.28%-147.7pp | 578.55%-550.0pp |
| Employer contribution / active EE | $2,566 | $4,333-40.8% | $3,679-30.3% | $4,876-47.4% |
| Participant deferral / active EE | $2,943 | $4,478-34.3% | $3,897-24.5% | $5,439-45.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |