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 8-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 | $31,459 | $183,963-82.9% | $162,163-80.6% | $152,861-79.4% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.4%+2.6pp |
| Annual return | 46.33% | 150.76%-104.4pp | 115.59%-69.3pp | 345.32%-299.0pp |
| Employer contribution / active EE | $6,658 | $6,371+4.5% | $5,614+18.6% | $4,762+39.8% |
| Participant deferral / active EE | $11,487 | $8,034+43.0% | $7,298+57.4% | $5,850+96.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |