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 | $22,044 | $209,411-89.5% | $178,490-87.6% | $158,922-86.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 29.21% | 188.75%-159.5pp | 151.07%-121.9pp | 302.83%-273.6pp |
| Employer contribution / active EE | $1,898 | $5,706-66.7% | $5,011-62.1% | $4,761-60.1% |
| Participant deferral / active EE | $5,106 | $5,954-14.2% | $5,202-1.8% | $5,982-14.6% |
| Admin fee / account holder | $69 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |