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 | $24,712 | $203,436-87.9% | $152,466-83.8% | $167,490-85.2% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.2%+9.3pp | 82.1%+5.4pp |
| Annual return | 32.82% | 13.80%+19.0pp | 757.33%-724.5pp | 478.56%-445.7pp |
| Employer contribution / active EE | $5,325 | $5,220+2.0% | $4,327+23.1% | $4,837+10.1% |
| Participant deferral / active EE | $11,013 | $6,716+64.0% | $5,820+89.2% | $6,341+73.7% |
| Admin fee / account holder | $53 | $22,506-99.8% | $15,805-99.7% | $12,309-99.6% |