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 | $8,963 | $102,966-91.3% | $90,281-90.1% | $152,861-94.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 187.14% | 95.16%+92.0pp | 78.10%+109.0pp | 345.32%-158.2pp |
| Employer contribution / active EE | $2,638 | $3,139-15.9% | $2,854-7.6% | $4,762-44.6% |
| Participant deferral / active EE | $3,175 | $4,281-25.9% | $3,885-18.3% | $5,850-45.7% |
| Admin fee / account holder | $201 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |