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 | $23,778 | $209,411-88.6% | $178,490-86.7% | $158,922-85.0% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 25.92% | 188.75%-162.8pp | 151.07%-125.1pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,361 | $5,706-76.1% | $5,011-72.8% | $4,761-71.4% |
| Participant deferral / active EE | $5,143 | $5,954-13.6% | $5,202-1.1% | $5,982-14.0% |
| Admin fee / account holder | $105 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |