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 9-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 | $20,374 | $197,591-89.7% | $177,821-88.5% | $158,922-87.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 22.67% | 58.76%-36.1pp | 48.32%-25.7pp | 302.83%-280.2pp |
| Employer contribution / active EE | $2,112 | $6,697-68.5% | $5,918-64.3% | $4,761-55.6% |
| Participant deferral / active EE | $4,733 | $8,405-43.7% | $7,714-38.6% | $5,982-20.9% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |