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 | $19,107 | $176,662-89.2% | $130,648-85.4% | $152,861-87.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 71.7%+19.9pp | 82.4%+9.2pp |
| Annual return | 19.13% | 2692.24%-2673.1pp | 1708.96%-1689.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,408 | $5,742-23.2% | $4,092+7.7% | $4,762-7.4% |
| Participant deferral / active EE | $4,199 | $4,361-3.7% | $3,603+16.5% | $5,850-28.2% |
| Admin fee / account holder | $194 | $7,133-97.3% | $5,464-96.4% | $11,596-98.3% |