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 | $6,325 | $150,440-95.8% | $136,294-95.4% | $147,584-95.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 45.98% | 1049.08%-1003.1pp | 5155.94%-5110.0pp | 578.55%-532.6pp |
| Employer contribution / active EE | $2,350 | $5,256-55.3% | $4,695-49.9% | $4,876-51.8% |
| Participant deferral / active EE | $3,446 | $6,630-48.0% | $6,247-44.8% | $5,439-36.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |