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 | $10,167 | $96,484-89.5% | $75,886-86.6% | $152,861-93.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 40.33% | 33.98%+6.4pp | 30.76%+9.6pp | 345.32%-305.0pp |
| Employer contribution / active EE | $1,618 | $3,309-51.1% | $2,500-35.3% | $4,762-66.0% |
| Participant deferral / active EE | $3,713 | $4,553-18.5% | $3,603+3.0% | $5,850-36.5% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |