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 10-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 | $21,504 | $165,335-87.0% | $149,696-85.6% | $158,922-86.5% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 40.49% | 348.15%-307.7pp | 276.60%-236.1pp | 302.83%-262.3pp |
| Employer contribution / active EE | $2,294 | $5,103-55.0% | $4,644-50.6% | $4,761-51.8% |
| Participant deferral / active EE | $4,084 | $7,181-43.1% | $6,842-40.3% | $5,982-31.7% |
| Admin fee / account holder | $197 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |