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 6-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 | $14,903 | $217,402-93.1% | $185,823-92.0% | $167,490-91.1% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 26.21% | 148.36%-122.2pp | 122.05%-95.8pp | 478.56%-452.3pp |
| Employer contribution / active EE | $2,068 | $5,873-64.8% | $5,167-60.0% | $4,837-57.2% |
| Participant deferral / active EE | $6,001 | $6,356-5.6% | $5,568+7.8% | $6,341-5.4% |
| Admin fee / account holder | $4 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |