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 | $20,772 | $165,335-87.4% | $149,696-86.1% | $158,922-86.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 31.69% | 348.15%-316.5pp | 276.60%-244.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $1,249 | $5,103-75.5% | $4,644-73.1% | $4,761-73.8% |
| Participant deferral / active EE | $5,905 | $7,181-17.8% | $6,842-13.7% | $5,982-1.3% |
| Admin fee / account holder | $78 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |