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 | $14,551 | $150,440-90.3% | $136,294-89.3% | $147,584-90.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 43.91% | 1049.08%-1005.2pp | 5155.94%-5112.0pp | 578.55%-534.6pp |
| Employer contribution / active EE | $6,156 | $5,256+17.1% | $4,695+31.1% | $4,876+26.2% |
| Participant deferral / active EE | $3,375 | $6,630-49.1% | $6,247-46.0% | $5,439-37.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |