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 | $31,655 | $197,591-84.0% | $177,821-82.2% | $158,922-80.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.66% | 58.76%-26.1pp | 48.32%-15.7pp | 302.83%-270.2pp |
| Employer contribution / active EE | $3,412 | $6,697-49.1% | $5,918-42.4% | $4,761-28.3% |
| Participant deferral / active EE | $6,636 | $8,405-21.0% | $7,714-14.0% | $5,982+10.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |