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 6-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 | $23,059 | $217,402-89.4% | $185,823-87.6% | $167,490-86.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 23.88% | 148.36%-124.5pp | 122.05%-98.2pp | 478.56%-454.7pp |
| Employer contribution / active EE | $2,964 | $5,873-49.5% | $5,167-42.6% | $4,837-38.7% |
| Participant deferral / active EE | $5,975 | $6,356-6.0% | $5,568+7.3% | $6,341-5.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |