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 4-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 | $11,998 | $175,202-93.2% | $149,673-92.0% | $139,434-91.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 39.38% | 166.71%-127.3pp | 134.42%-95.0pp | 372.94%-333.6pp |
| Employer contribution / active EE | $2,189 | $5,474-60.0% | $4,818-54.6% | $4,751-53.9% |
| Participant deferral / active EE | $3,310 | $6,519-49.2% | $5,680-41.7% | $6,710-50.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |