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 | $16,564 | $226,064-92.7% | $182,532-90.9% | $152,861-89.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.71% | 192.51%-171.8pp | 148.54%-127.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,340 | $4,978-53.0% | $4,076-42.6% | $4,762-50.9% |
| Participant deferral / active EE | $3,841 | $6,368-39.7% | $5,524-30.5% | $5,850-34.4% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |