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 | $7,378 | $77,419-90.5% | $69,455-89.4% | $152,861-95.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.4%+7.6pp |
| Annual return | 80.34% | 39.06%+41.3pp | 28.97%+51.4pp | 345.32%-265.0pp |
| Employer contribution / active EE | $3,377 | $3,315+1.9% | $2,779+21.5% | $4,762-29.1% |
| Participant deferral / active EE | $2,795 | $4,414-36.7% | $3,535-20.9% | $5,850-52.2% |
| Admin fee / account holder | $297 | $6,207-95.2% | $3,839-92.3% | $11,596-97.4% |