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 | $23,882 | $209,411-88.6% | $178,490-86.6% | $158,922-85.0% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 17.32% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,850 | $5,706-50.1% | $5,011-43.1% | $4,761-40.1% |
| Participant deferral / active EE | $3,841 | $5,954-35.5% | $5,202-26.2% | $5,982-35.8% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |