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 | $9,794 | $150,440-93.5% | $136,294-92.8% | $147,584-93.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.50% | 1049.08%-1023.6pp | 5155.94%-5130.4pp | 578.55%-553.0pp |
| Employer contribution / active EE | $6,605 | $5,256+25.7% | $4,695+40.7% | $4,876+35.5% |
| Participant deferral / active EE | $2,880 | $6,630-56.6% | $6,247-53.9% | $5,439-47.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |