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 | $21,128 | $202,318-89.6% | $172,739-87.8% | $152,861-86.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 22.23% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,602 | $5,856-72.6% | $5,143-68.9% | $4,762-66.4% |
| Participant deferral / active EE | $2,490 | $5,948-58.1% | $5,198-52.1% | $5,850-57.4% |
| Admin fee / account holder | $235 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |