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 | $11,887 | $150,440-92.1% | $136,294-91.3% | $147,584-91.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.62% | 1049.08%-1015.5pp | 5155.94%-5122.3pp | 578.55%-544.9pp |
| Employer contribution / active EE | $2,314 | $5,256-56.0% | $4,695-50.7% | $4,876-52.6% |
| Participant deferral / active EE | $3,128 | $6,630-52.8% | $6,247-49.9% | $5,439-42.5% |
| Admin fee / account holder | $75 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |