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 | $26,579 | $202,318-86.9% | $172,739-84.6% | $152,861-82.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 30.13% | 1029.65%-999.5pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,859 | $5,856-68.3% | $5,143-63.9% | $4,762-61.0% |
| Participant deferral / active EE | $9,113 | $5,948+53.2% | $5,198+75.3% | $5,850+55.8% |
| Admin fee / account holder | $76 | $17,109-99.6% | $13,954-99.5% | $11,596-99.3% |