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 7-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 | $13,443 | $202,318-93.4% | $172,739-92.2% | $152,861-91.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 38.69% | 1029.65%-991.0pp | 802.84%-764.2pp | 345.32%-306.6pp |
| Employer contribution / active EE | $5,942 | $5,856+1.5% | $5,143+15.5% | $4,762+24.8% |
| Participant deferral / active EE | $2,623 | $5,948-55.9% | $5,198-49.5% | $5,850-55.2% |
| Admin fee / account holder | $30 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |