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 | $28,768 | $202,318-85.8% | $172,739-83.3% | $152,861-81.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 34.39% | 1029.65%-995.3pp | 802.84%-768.5pp | 345.32%-310.9pp |
| Employer contribution / active EE | $2,940 | $5,856-49.8% | $5,143-42.8% | $4,762-38.3% |
| Participant deferral / active EE | $9,939 | $5,948+67.1% | $5,198+91.2% | $5,850+69.9% |
| Admin fee / account holder | $278 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |