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 | $11,840 | $202,318-94.1% | $172,739-93.1% | $152,861-92.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 37.89% | 1029.65%-991.8pp | 802.84%-765.0pp | 345.32%-307.4pp |
| Employer contribution / active EE | $1,992 | $5,856-66.0% | $5,143-61.3% | $4,762-58.2% |
| Participant deferral / active EE | $3,948 | $5,948-33.6% | $5,198-24.0% | $5,850-32.5% |
| Admin fee / account holder | $55 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |