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 6-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 | $9,756 | $217,402-95.5% | $185,823-94.7% | $167,490-94.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.14% | 148.36%-123.2pp | 122.05%-96.9pp | 478.56%-453.4pp |
| Employer contribution / active EE | $2,681 | $5,873-54.4% | $5,167-48.1% | $4,837-44.6% |
| Participant deferral / active EE | $3,467 | $6,356-45.5% | $5,568-37.7% | $6,341-45.3% |
| Admin fee / account holder | $8 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |