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 | $8,022 | $99,652-92.0% | $78,778-89.8% | $147,584-94.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 3509.52% | 47.28%+3462.2pp | 35.62%+3473.9pp | 578.55%+2931.0pp |
| Employer contribution / active EE | $1,188 | $2,796-57.5% | $1,986-40.1% | $4,876-75.6% |
| Participant deferral / active EE | $5,077 | $3,664+38.6% | $2,958+71.6% | $5,439-6.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |