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 | $14,372 | $209,411-93.1% | $178,490-91.9% | $158,922-91.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 28.73% | 188.75%-160.0pp | 151.07%-122.3pp | 302.83%-274.1pp |
| Employer contribution / active EE | $2,599 | $5,706-54.5% | $5,011-48.1% | $4,761-45.4% |
| Participant deferral / active EE | $5,089 | $5,954-14.5% | $5,202-2.2% | $5,982-14.9% |
| Admin fee / account holder | $167 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |