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 | $20,133 | $217,402-90.7% | $185,823-89.2% | $167,490-88.0% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 17.66% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,998 | $5,873-66.0% | $5,167-61.3% | $4,837-58.7% |
| Participant deferral / active EE | $4,228 | $6,356-33.5% | $5,568-24.1% | $6,341-33.3% |
| Admin fee / account holder | $265 | $19,811-98.7% | $16,237-98.4% | $12,309-97.8% |