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 | $18,109 | $209,411-91.4% | $178,490-89.9% | $158,922-88.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 35.54% | 188.75%-153.2pp | 151.07%-115.5pp | 302.83%-267.3pp |
| Employer contribution / active EE | $1,171 | $5,706-79.5% | $5,011-76.6% | $4,761-75.4% |
| Participant deferral / active EE | $6,066 | $5,954+1.9% | $5,202+16.6% | $5,982+1.4% |
| Admin fee / account holder | $78 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |