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 6-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 | $24,769 | $209,411-88.2% | $178,490-86.1% | $158,922-84.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 55.58% | 188.75%-133.2pp | 151.07%-95.5pp | 302.83%-247.3pp |
| Employer contribution / active EE | $2,106 | $5,706-63.1% | $5,011-58.0% | $4,761-55.8% |
| Participant deferral / active EE | $5,975 | $5,954+0.3% | $5,202+14.9% | $5,982-0.1% |
| Admin fee / account holder | $114 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |