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 | $32,439 | $197,591-83.6% | $177,821-81.8% | $158,922-79.6% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 27.14% | 58.76%-31.6pp | 48.32%-21.2pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,937 | $6,697-56.2% | $5,918-50.4% | $4,761-38.3% |
| Participant deferral / active EE | $7,168 | $8,405-14.7% | $7,714-7.1% | $5,982+19.8% |
| Admin fee / account holder | $183 | $15,399-98.8% | $12,427-98.5% | $11,246-98.4% |