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 | $10,587 | $226,064-95.3% | $182,532-94.2% | $152,861-93.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 33.93% | 192.51%-158.6pp | 148.54%-114.6pp | 345.32%-311.4pp |
| Employer contribution / active EE | $1,207 | $4,978-75.7% | $4,076-70.4% | $4,762-74.6% |
| Participant deferral / active EE | $2,729 | $6,368-57.2% | $5,524-50.6% | $5,850-53.4% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |