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 | $17,271 | $202,318-91.5% | $172,739-90.0% | $152,861-88.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 397.79% | 1029.65%-631.9pp | 802.84%-405.1pp | 345.32%+52.5pp |
| Employer contribution / active EE | $9,147 | $5,856+56.2% | $5,143+77.9% | $4,762+92.1% |
| Participant deferral / active EE | $22,014 | $5,948+270.1% | $5,198+323.5% | $5,850+276.3% |
| Admin fee / account holder | $29 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |