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 10-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 | $27,377 | $202,318-86.5% | $172,739-84.2% | $152,861-82.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 19.94% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,709 | $5,856-70.8% | $5,143-66.8% | $4,762-64.1% |
| Participant deferral / active EE | $5,014 | $5,948-15.7% | $5,198-3.5% | $5,850-14.3% |
| Admin fee / account holder | $154 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |