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 9-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 | $27,301 | $209,411-87.0% | $178,490-84.7% | $158,922-82.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 20.26% | 188.75%-168.5pp | 151.07%-130.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $7,631 | $5,706+33.7% | $5,011+52.3% | $4,761+60.3% |
| Participant deferral / active EE | $3,627 | $5,954-39.1% | $5,202-30.3% | $5,982-39.4% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |