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 | $20,948 | $202,318-89.6% | $172,739-87.9% | $152,861-86.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 25.69% | 1029.65%-1004.0pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,609 | $5,856-72.5% | $5,143-68.7% | $4,762-66.2% |
| Participant deferral / active EE | $6,129 | $5,948+3.0% | $5,198+17.9% | $5,850+4.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |