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 | $20,619 | $165,335-87.5% | $149,696-86.2% | $158,922-87.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 196.91% | 348.15%-151.2pp | 276.60%-79.7pp | 302.83%-105.9pp |
| Employer contribution / active EE | $2,305 | $5,103-54.8% | $4,644-50.4% | $4,761-51.6% |
| Participant deferral / active EE | $6,409 | $7,181-10.8% | $6,842-6.3% | $5,982+7.1% |
| Admin fee / account holder | $115 | $10,807-98.9% | $9,309-98.8% | $11,246-99.0% |