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 | $15,831 | $202,318-92.2% | $172,739-90.8% | $152,861-89.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 212.17% | 1029.65%-817.5pp | 802.84%-590.7pp | 345.32%-133.1pp |
| Employer contribution / active EE | $3,962 | $5,856-32.3% | $5,143-23.0% | $4,762-16.8% |
| Participant deferral / active EE | $8,758 | $5,948+47.2% | $5,198+68.5% | $5,850+49.7% |
| Admin fee / account holder | $32 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |