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 | $22,087 | $202,318-89.1% | $172,739-87.2% | $152,861-85.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 33.56% | 1029.65%-996.1pp | 802.84%-769.3pp | 345.32%-311.8pp |
| Employer contribution / active EE | $1,982 | $5,856-66.1% | $5,143-61.5% | $4,762-58.4% |
| Participant deferral / active EE | $7,285 | $5,948+22.5% | $5,198+40.2% | $5,850+24.5% |
| Admin fee / account holder | $110 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |