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 8-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 | $20,453 | $202,318-89.9% | $172,739-88.2% | $152,861-86.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 31.32% | 1029.65%-998.3pp | 802.84%-771.5pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,667 | $5,856-71.5% | $5,143-67.6% | $4,762-65.0% |
| Participant deferral / active EE | $4,982 | $5,948-16.2% | $5,198-4.1% | $5,850-14.8% |
| Admin fee / account holder | $238 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |