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 | $21,944 | $209,411-89.5% | $178,490-87.7% | $158,922-86.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 35.61% | 188.75%-153.1pp | 151.07%-115.5pp | 302.83%-267.2pp |
| Employer contribution / active EE | $6,830 | $5,706+19.7% | $5,011+36.3% | $4,761+43.5% |
| Participant deferral / active EE | $3,738 | $5,954-37.2% | $5,202-28.1% | $5,982-37.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |