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 9-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 | $23,408 | $171,865-86.4% | $149,718-84.4% | $147,584-84.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.89% | 2113.22%-2091.3pp | 1501.63%-1479.7pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,766 | $6,275-71.9% | $5,445-67.6% | $4,876-63.8% |
| Participant deferral / active EE | $4,512 | $7,271-37.9% | $6,569-31.3% | $5,439-17.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |