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 | $8,578 | $157,256-94.5% | $141,162-93.9% | $152,861-94.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 285.52% | 64.32%+221.2pp | 71.39%+214.1pp | 345.32%-59.8pp |
| Employer contribution / active EE | $3,746 | $5,261-28.8% | $4,735-20.9% | $4,762-21.3% |
| Participant deferral / active EE | $6,895 | $7,109-3.0% | $6,709+2.8% | $5,850+17.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |