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 10-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 | $6,272 | $99,020-93.7% | $86,590-92.8% | $147,584-95.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 45.59% | 1312.34%-1266.7pp | 964.84%-919.2pp | 578.55%-533.0pp |
| Employer contribution / active EE | $1,819 | $3,132-41.9% | $2,839-35.9% | $4,876-62.7% |
| Participant deferral / active EE | $2,774 | $3,972-30.2% | $3,609-23.1% | $5,439-49.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |