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 | $21,839 | $157,256-86.1% | $141,162-84.5% | $152,861-85.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 37.12% | 64.32%-27.2pp | 71.39%-34.3pp | 345.32%-308.2pp |
| Employer contribution / active EE | $3,118 | $5,261-40.7% | $4,735-34.1% | $4,762-34.5% |
| Participant deferral / active EE | $10,738 | $7,109+51.0% | $6,709+60.0% | $5,850+83.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |