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 | $8,492 | $115,770-92.7% | $101,248-91.6% | $158,922-94.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 20.28% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,172 | $4,175-71.9% | $3,660-68.0% | $4,761-75.4% |
| Participant deferral / active EE | $1,632 | $4,957-67.1% | $4,370-62.7% | $5,982-72.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |