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 | $18,905 | $165,335-88.6% | $149,696-87.4% | $158,922-88.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 86.31% | 348.15%-261.8pp | 276.60%-190.3pp | 302.83%-216.5pp |
| Employer contribution / active EE | $9,003 | $5,103+76.4% | $4,644+93.9% | $4,761+89.1% |
| Participant deferral / active EE | $4,892 | $7,181-31.9% | $6,842-28.5% | $5,982-18.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |