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 | $14,726 | $202,318-92.7% | $172,739-91.5% | $152,861-90.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 69.24% | 1029.65%-960.4pp | 802.84%-733.6pp | 345.32%-276.1pp |
| Employer contribution / active EE | $5,381 | $5,856-8.1% | $5,143+4.6% | $4,762+13.0% |
| Participant deferral / active EE | $6,992 | $5,948+17.5% | $5,198+34.5% | $5,850+19.5% |
| Admin fee / account holder | $189 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |