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 | $25,990 | $183,963-85.9% | $162,163-84.0% | $152,861-83.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 29.67% | 150.76%-121.1pp | 115.59%-85.9pp | 345.32%-315.6pp |
| Employer contribution / active EE | $4,267 | $6,371-33.0% | $5,614-24.0% | $4,762-10.4% |
| Participant deferral / active EE | $7,794 | $8,034-3.0% | $7,298+6.8% | $5,850+33.2% |
| Admin fee / account holder | $200 | $13,121-98.5% | $10,843-98.2% | $11,596-98.3% |