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 8-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 | $15,601 | $77,813-80.0% | $123,544-87.4% | $64,186-75.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 188.80% | 12.48%+176.3pp | 119.20%+69.6pp | 7.63%+181.2pp |
| Employer contribution / active EE | $4,603 | $3,014+52.7% | $4,628-0.5% | $2,381+93.3% |
| Participant deferral / active EE | $5,439 | $5,240+3.8% | $6,426-15.4% | $3,470+56.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |