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 | $20,239 | $155,788-87.0% | $124,672-83.8% | $167,490-87.9% |
| Participation rate | 87.5% | 81.1%+6.4pp | 74.6%+12.9pp | 82.1%+5.4pp |
| Annual return | 35.85% | 17.97%+17.9pp | 5142.93%-5107.1pp | 478.56%-442.7pp |
| Employer contribution / active EE | $2,582 | $4,163-38.0% | $3,324-22.3% | $4,837-46.6% |
| Participant deferral / active EE | $4,042 | $5,673-28.7% | $4,614-12.4% | $6,341-36.3% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |