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 | $25,422 | $209,411-87.9% | $178,490-85.8% | $158,922-84.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.89% | 188.75%-150.9pp | 151.07%-113.2pp | 302.83%-264.9pp |
| Employer contribution / active EE | $2,591 | $5,706-54.6% | $5,011-48.3% | $4,761-45.6% |
| Participant deferral / active EE | $5,195 | $5,954-12.7% | $5,202-0.1% | $5,982-13.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |