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 | $24,374 | $217,402-88.8% | $185,823-86.9% | $167,490-85.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.20% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,468 | $5,873-75.0% | $5,167-71.6% | $4,837-69.7% |
| Participant deferral / active EE | $3,403 | $6,356-46.5% | $5,568-38.9% | $6,341-46.3% |
| Admin fee / account holder | $212 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |