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 | $22,060 | $217,402-89.9% | $185,823-88.1% | $167,490-86.8% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 20.90% | 148.36%-127.5pp | 122.05%-101.1pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,165 | $5,873-63.1% | $5,167-58.1% | $4,837-55.3% |
| Participant deferral / active EE | $3,810 | $6,356-40.1% | $5,568-31.6% | $6,341-39.9% |
| Admin fee / account holder | $131 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |