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 | $14,315 | $107,334-86.7% | $92,893-84.6% | $152,861-90.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 29.55% | 145.58%-116.0pp | 109.41%-79.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $2,748 | $4,221-34.9% | $3,653-24.8% | $4,762-42.3% |
| Participant deferral / active EE | $4,586 | $4,845-5.3% | $4,236+8.3% | $5,850-21.6% |
| Admin fee / account holder | $132 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |