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 | $12,116 | $157,256-92.3% | $141,162-91.4% | $152,861-92.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 68.51% | 64.32%+4.2pp | 71.39%-2.9pp | 345.32%-276.8pp |
| Employer contribution / active EE | $1,808 | $5,261-65.6% | $4,735-61.8% | $4,762-62.0% |
| Participant deferral / active EE | $11,284 | $7,109+58.7% | $6,709+68.2% | $5,850+92.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |