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 5-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 | $18,808 | $209,832-91.0% | $189,513-90.1% | $167,490-88.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 358.43% | 748.27%-389.8pp | 555.15%-196.7pp | 478.56%-120.1pp |
| Employer contribution / active EE | $10,880 | $6,914+57.4% | $6,162+76.6% | $4,837+124.9% |
| Participant deferral / active EE | $5,990 | $8,935-33.0% | $8,221-27.1% | $6,341-5.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |