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 | $29,193 | $197,591-85.2% | $177,821-83.6% | $158,922-81.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 24.54% | 58.76%-34.2pp | 48.32%-23.8pp | 302.83%-278.3pp |
| Employer contribution / active EE | $3,762 | $6,697-43.8% | $5,918-36.4% | $4,761-21.0% |
| Participant deferral / active EE | $5,673 | $8,405-32.5% | $7,714-26.5% | $5,982-5.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |