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 | $16,345 | $157,256-89.6% | $141,162-88.4% | $152,861-89.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 50.76% | 64.32%-13.6pp | 71.39%-20.6pp | 345.32%-294.6pp |
| Employer contribution / active EE | $1,384 | $5,261-73.7% | $4,735-70.8% | $4,762-70.9% |
| Participant deferral / active EE | $8,032 | $7,109+13.0% | $6,709+19.7% | $5,850+37.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |