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 | $18,714 | $103,376-81.9% | $87,100-78.5% | $152,861-87.8% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 214.99% | 28.10%+186.9pp | 28.19%+186.8pp | 345.32%-130.3pp |
| Employer contribution / active EE | $1,084 | $3,220-66.3% | $2,521-57.0% | $4,762-77.2% |
| Participant deferral / active EE | $7,794 | $4,778+63.1% | $4,049+92.5% | $5,850+33.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |