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 | $6,188 | $209,411-97.0% | $178,490-96.5% | $158,922-96.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 27.33% | 188.75%-161.4pp | 151.07%-123.7pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,700 | $5,706-70.2% | $5,011-66.1% | $4,761-64.3% |
| Participant deferral / active EE | $2,053 | $5,954-65.5% | $5,202-60.5% | $5,982-65.7% |
| Admin fee / account holder | $204 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |