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 | $9,965 | $65,409-84.8% | $98,442-89.9% | $85,850-88.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 40.46% | 21.76%+18.7pp | 1492.73%-1452.3pp | 318.53%-278.1pp |
| Employer contribution / active EE | $1,073 | $2,168-50.5% | $2,960-63.7% | $2,565-58.2% |
| Participant deferral / active EE | $2,037 | $3,166-35.7% | $4,276-52.4% | $3,952-48.5% |
| Admin fee / account holder | $222 | $4,593-95.2% | $5,949-96.3% | $6,260-96.5% |