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 | $18,291 | $157,256-88.4% | $141,162-87.0% | $152,861-88.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 311.39% | 64.32%+247.1pp | 71.39%+240.0pp | 345.32%-33.9pp |
| Employer contribution / active EE | $2,080 | $5,261-60.5% | $4,735-56.1% | $4,762-56.3% |
| Participant deferral / active EE | $4,341 | $7,109-38.9% | $6,709-35.3% | $5,850-25.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |