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 | $14,345 | $217,402-93.4% | $185,823-92.3% | $167,490-91.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 31.87% | 148.36%-116.5pp | 122.05%-90.2pp | 478.56%-446.7pp |
| Employer contribution / active EE | $1,583 | $5,873-73.0% | $5,167-69.4% | $4,837-67.3% |
| Participant deferral / active EE | $12,354 | $6,356+94.4% | $5,568+121.9% | $6,341+94.8% |
| Admin fee / account holder | $42 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |