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 | $25,023 | $202,318-87.6% | $172,739-85.5% | $152,861-83.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 22.35% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,216 | $5,856-62.2% | $5,143-56.9% | $4,762-53.5% |
| Participant deferral / active EE | $6,877 | $5,948+15.6% | $5,198+32.3% | $5,850+17.6% |
| Admin fee / account holder | $36 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |