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 | $20,789 | $152,587-86.4% | $125,175-83.4% | $152,861-86.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.40% | 54.84%-25.4pp | 43.79%-14.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,349 | $4,946-52.5% | $3,865-39.2% | $4,762-50.7% |
| Participant deferral / active EE | $7,287 | $5,868+24.2% | $4,937+47.6% | $5,850+24.6% |
| Admin fee / account holder | $269 | $13,434-98.0% | $9,702-97.2% | $11,596-97.7% |