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 | $14,621 | $118,849-87.7% | $96,562-84.9% | $167,490-91.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.21% | 50.49%-40.3pp | 37.78%-27.6pp | 478.56%-468.3pp |
| Employer contribution / active EE | $6,667 | $3,120+113.7% | $2,356+182.9% | $4,837+37.8% |
| Participant deferral / active EE | $6,681 | $4,616+44.7% | $3,849+73.6% | $6,341+5.4% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |