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 | $15,273 | $115,770-86.8% | $101,248-84.9% | $158,922-90.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.83% | 56.14%-33.3pp | 46.47%-23.6pp | 302.83%-280.0pp |
| Employer contribution / active EE | $3,231 | $4,175-22.6% | $3,660-11.7% | $4,761-32.1% |
| Participant deferral / active EE | $6,294 | $4,957+27.0% | $4,370+44.0% | $5,982+5.2% |
| Admin fee / account holder | $192 | $7,245-97.3% | $5,945-96.8% | $11,246-98.3% |