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 | $28,990 | $202,318-85.7% | $172,739-83.2% | $152,861-81.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 34.09% | 1029.65%-995.6pp | 802.84%-768.7pp | 345.32%-311.2pp |
| Employer contribution / active EE | $8,624 | $5,856+47.3% | $5,143+67.7% | $4,762+81.1% |
| Participant deferral / active EE | $3,649 | $5,948-38.7% | $5,198-29.8% | $5,850-37.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |