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 | $18,396 | $165,335-88.9% | $149,696-87.7% | $158,922-88.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.89% | 348.15%-324.3pp | 276.60%-252.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,615 | $5,103-48.8% | $4,644-43.7% | $4,761-45.1% |
| Participant deferral / active EE | $7,456 | $7,181+3.8% | $6,842+9.0% | $5,982+24.6% |
| Admin fee / account holder | $161 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |