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 | $34,145 | $171,865-80.1% | $149,718-77.2% | $147,584-76.9% |
| Participation rate | 81.0% | 88.2%-7.2pp | 87.1%-6.1pp | 82.8%-1.9pp |
| Annual return | 39.41% | 2113.22%-2073.8pp | 1501.63%-1462.2pp | 578.55%-539.1pp |
| Employer contribution / active EE | $8,198 | $6,275+30.6% | $5,445+50.6% | $4,876+68.1% |
| Participant deferral / active EE | $10,475 | $7,271+44.1% | $6,569+59.5% | $5,439+92.6% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |