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 | $19,401 | $209,411-90.7% | $178,490-89.1% | $158,922-87.8% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 29.34% | 188.75%-159.4pp | 151.07%-121.7pp | 302.83%-273.5pp |
| Employer contribution / active EE | $2,711 | $5,706-52.5% | $5,011-45.9% | $4,761-43.1% |
| Participant deferral / active EE | $4,210 | $5,954-29.3% | $5,202-19.1% | $5,982-29.6% |
| Admin fee / account holder | $72 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |