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 | $13,292 | $99,032-86.6% | $80,019-83.4% | $135,375-90.2% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | 173.33% | 15.39%+157.9pp | 11.22%+162.1pp | 519.73%-346.4pp |
| Employer contribution / active EE | $2,313 | $3,043-24.0% | $2,468-6.3% | $4,779-51.6% |
| Participant deferral / active EE | $2,804 | $4,282-34.5% | $3,686-23.9% | $5,609-50.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |