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 9-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 | $8,509 | $150,440-94.3% | $136,294-93.8% | $147,584-94.2% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 28.30% | 1049.08%-1020.8pp | 5155.94%-5127.6pp | 578.55%-550.2pp |
| Employer contribution / active EE | $1,862 | $5,256-64.6% | $4,695-60.3% | $4,876-61.8% |
| Participant deferral / active EE | $3,352 | $6,630-49.4% | $6,247-46.3% | $5,439-38.4% |
| Admin fee / account holder | $174 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |