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 | $30,613 | $209,832-85.4% | $189,513-83.8% | $167,490-81.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 17.19% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,767 | $6,914-74.4% | $6,162-71.3% | $4,837-63.5% |
| Participant deferral / active EE | $6,135 | $8,935-31.3% | $8,221-25.4% | $6,341-3.2% |
| Admin fee / account holder | $240 | $14,293-98.3% | $12,045-98.0% | $12,309-98.1% |