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 10-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 | $27,510 | $202,318-86.4% | $172,739-84.1% | $152,861-82.0% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 18.50% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,840 | $5,856-51.5% | $5,143-44.8% | $4,762-40.4% |
| Participant deferral / active EE | $4,555 | $5,948-23.4% | $5,198-12.4% | $5,850-22.1% |
| Admin fee / account holder | $156 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |