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 5-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 | $27,227 | $217,402-87.5% | $185,823-85.3% | $167,490-83.7% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 21.38% | 148.36%-127.0pp | 122.05%-100.7pp | 478.56%-457.2pp |
| Employer contribution / active EE | $1,450 | $5,873-75.3% | $5,167-71.9% | $4,837-70.0% |
| Participant deferral / active EE | $13,101 | $6,356+106.1% | $5,568+135.3% | $6,341+106.6% |
| Admin fee / account holder | $175 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |