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 | $20,416 | $138,065-85.2% | $123,544-83.5% | $135,375-84.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 66.73% | 153.68%-87.0pp | 119.20%-52.5pp | 519.73%-453.0pp |
| Employer contribution / active EE | $2,453 | $5,151-52.4% | $4,628-47.0% | $4,779-48.7% |
| Participant deferral / active EE | $7,932 | $6,799+16.7% | $6,426+23.4% | $5,609+41.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |