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 | $12,494 | $202,318-93.8% | $172,739-92.8% | $152,861-91.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 31.27% | 1029.65%-998.4pp | 802.84%-771.6pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,684 | $5,856-71.2% | $5,143-67.3% | $4,762-64.6% |
| Participant deferral / active EE | $2,645 | $5,948-55.5% | $5,198-49.1% | $5,850-54.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |