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 | $31,053 | $197,591-84.3% | $177,821-82.5% | $158,922-80.5% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 28.43% | 58.76%-30.3pp | 48.32%-19.9pp | 302.83%-274.4pp |
| Employer contribution / active EE | $2,698 | $6,697-59.7% | $5,918-54.4% | $4,761-43.3% |
| Participant deferral / active EE | $6,991 | $8,405-16.8% | $7,714-9.4% | $5,982+16.9% |
| Admin fee / account holder | $137 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |