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 7-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 | $18,320 | $228,332-92.0% | $185,823-90.1% | $158,922-88.5% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 37.22% | 40.80%-3.6pp | 35.95%+1.3pp | 302.83%-265.6pp |
| Employer contribution / active EE | $1,437 | $4,967-71.1% | $4,087-64.8% | $4,761-69.8% |
| Participant deferral / active EE | $7,542 | $6,415+17.6% | $5,632+33.9% | $5,982+26.1% |
| Admin fee / account holder | $214 | $11,864-98.2% | $9,500-97.7% | $11,246-98.1% |