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 | $22,344 | $89,753-75.1% | $107,525-79.2% | $84,808-73.7% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 20.28% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,133 | $3,113+0.6% | $3,754-16.5% | $2,631+19.1% |
| Participant deferral / active EE | $3,641 | $4,056-10.2% | $5,116-28.8% | $4,212-13.5% |
| Admin fee / account holder | $41 | $7,222-99.4% | $8,919-99.5% | $7,344-99.4% |