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 | $25,731 | $209,411-87.7% | $178,490-85.6% | $158,922-83.8% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 28.95% | 188.75%-159.8pp | 151.07%-122.1pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,704 | $5,706-52.6% | $5,011-46.0% | $4,761-43.2% |
| Participant deferral / active EE | $6,086 | $5,954+2.2% | $5,202+17.0% | $5,982+1.7% |
| Admin fee / account holder | $165 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |