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 | $16,244 | $150,440-89.2% | $136,294-88.1% | $147,584-89.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 47.74% | 1049.08%-1001.3pp | 5155.94%-5108.2pp | 578.55%-530.8pp |
| Employer contribution / active EE | $12,089 | $5,256+130.0% | $4,695+157.5% | $4,876+147.9% |
| Participant deferral / active EE | $6,333 | $6,630-4.5% | $6,247+1.4% | $5,439+16.4% |
| Admin fee / account holder | $79 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |