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 3-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 | $9,773 | $117,841-91.7% | $102,423-90.5% | $145,922-93.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 41.16% | 31.65%+9.5pp | 29.32%+11.8pp | 561.29%-520.1pp |
| Employer contribution / active EE | $2,929 | $3,615-19.0% | $3,023-3.1% | $4,660-37.1% |
| Participant deferral / active EE | $3,955 | $5,731-31.0% | $5,053-21.7% | $6,688-40.9% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |