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 | $11,421 | $99,020-88.5% | $86,590-86.8% | $147,584-92.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 92.31% | 1312.34%-1220.0pp | 964.84%-872.5pp | 578.55%-486.2pp |
| Employer contribution / active EE | $3,006 | $3,132-4.0% | $2,839+5.9% | $4,876-38.4% |
| Participant deferral / active EE | $11,212 | $3,972+182.3% | $3,609+210.7% | $5,439+106.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |