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 | $12,711 | $157,256-91.9% | $141,162-91.0% | $152,861-91.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 46.74% | 64.32%-17.6pp | 71.39%-24.7pp | 345.32%-298.6pp |
| Employer contribution / active EE | $1,135 | $5,261-78.4% | $4,735-76.0% | $4,762-76.2% |
| Participant deferral / active EE | $8,717 | $7,109+22.6% | $6,709+29.9% | $5,850+49.0% |
| Admin fee / account holder | $101 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |