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 | $20,526 | $197,591-89.6% | $177,821-88.5% | $158,922-87.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 41.90% | 58.76%-16.9pp | 48.32%-6.4pp | 302.83%-260.9pp |
| Employer contribution / active EE | $2,821 | $6,697-57.9% | $5,918-52.3% | $4,761-40.7% |
| Participant deferral / active EE | $4,314 | $8,405-48.7% | $7,714-44.1% | $5,982-27.9% |
| Admin fee / account holder | $29 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |