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 9-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 | $8,957 | $102,966-91.3% | $90,281-90.1% | $152,861-94.1% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 47.26% | 95.16%-47.9pp | 78.10%-30.8pp | 345.32%-298.1pp |
| Employer contribution / active EE | $2,122 | $3,139-32.4% | $2,854-25.7% | $4,762-55.4% |
| Participant deferral / active EE | $4,337 | $4,281+1.3% | $3,885+11.6% | $5,850-25.9% |
| Admin fee / account holder | $14 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |