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 | $17,156 | $202,318-91.5% | $172,739-90.1% | $152,861-88.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 29.15% | 1029.65%-1000.5pp | 802.84%-773.7pp | 345.32%-316.2pp |
| Employer contribution / active EE | $2,578 | $5,856-56.0% | $5,143-49.9% | $4,762-45.9% |
| Participant deferral / active EE | $5,911 | $5,948-0.6% | $5,198+13.7% | $5,850+1.0% |
| Admin fee / account holder | $91 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |