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 | $13,684 | $209,411-93.5% | $178,490-92.3% | $158,922-91.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 54.82% | 188.75%-133.9pp | 151.07%-96.2pp | 302.83%-248.0pp |
| Employer contribution / active EE | $2,007 | $5,706-64.8% | $5,011-60.0% | $4,761-57.9% |
| Participant deferral / active EE | $4,865 | $5,954-18.3% | $5,202-6.5% | $5,982-18.7% |
| Admin fee / account holder | $147 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |