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 7-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 | $20,912 | $209,411-90.0% | $178,490-88.3% | $158,922-86.8% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 26.46% | 188.75%-162.3pp | 151.07%-124.6pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,162 | $5,706-62.1% | $5,011-56.9% | $4,761-54.6% |
| Participant deferral / active EE | $3,871 | $5,954-35.0% | $5,202-25.6% | $5,982-35.3% |
| Admin fee / account holder | $160 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |