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 | $10,338 | $48,046-78.5% | $84,611-87.8% | $72,985-85.8% |
| Participation rate | 82.3% | 57.6%+24.7pp | 68.2%+14.0pp | 69.5%+12.8pp |
| Annual return | 480.34% | 37.38%+443.0pp | 258.74%+221.6pp | 81.00%+399.3pp |
| Employer contribution / active EE | $2,216 | $1,602+38.3% | $2,652-16.5% | $2,440-9.2% |
| Participant deferral / active EE | $4,162 | $2,680+55.3% | $3,899+6.7% | $3,607+15.4% |
| Admin fee / account holder | $78 | $3,395-97.7% | $4,912-98.4% | $5,124-98.5% |