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 | $29,924 | $100,041-70.1% | $149,718-80.0% | $70,131-57.3% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 16.94% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $4,936 | $3,662+34.8% | $5,445-9.3% | $2,342+110.7% |
| Participant deferral / active EE | $2,817 | $4,983-43.5% | $6,569-57.1% | $3,332-15.5% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |