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 | $25,336 | $202,318-87.5% | $172,739-85.3% | $152,861-83.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 31.88% | 1029.65%-997.8pp | 802.84%-771.0pp | 345.32%-313.4pp |
| Employer contribution / active EE | $6,422 | $5,856+9.7% | $5,143+24.9% | $4,762+34.8% |
| Participant deferral / active EE | $4,223 | $5,948-29.0% | $5,198-18.8% | $5,850-27.8% |
| Admin fee / account holder | $115 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |