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 | $22,607 | $202,318-88.8% | $172,739-86.9% | $152,861-85.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.54% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,622 | $5,856-72.3% | $5,143-68.5% | $4,762-65.9% |
| Participant deferral / active EE | $3,481 | $5,948-41.5% | $5,198-33.0% | $5,850-40.5% |
| Admin fee / account holder | $144 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |