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 | $14,441 | $150,440-90.4% | $136,294-89.4% | $147,584-90.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.02% | 1049.08%-1009.1pp | 5155.94%-5115.9pp | 578.55%-538.5pp |
| Employer contribution / active EE | $936 | $5,256-82.2% | $4,695-80.1% | $4,876-80.8% |
| Participant deferral / active EE | $8,570 | $6,630+29.3% | $6,247+37.2% | $5,439+57.6% |
| Admin fee / account holder | $56 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |