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 | $25,080 | $209,411-88.0% | $178,490-85.9% | $158,922-84.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.88% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,665 | $5,706-35.8% | $5,011-26.8% | $4,761-23.0% |
| Participant deferral / active EE | $5,694 | $5,954-4.4% | $5,202+9.5% | $5,982-4.8% |
| Admin fee / account holder | $188 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |