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 | $8,335 | $150,440-94.5% | $136,294-93.9% | $147,584-94.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 53.00% | 1049.08%-996.1pp | 5155.94%-5102.9pp | 578.55%-525.5pp |
| Employer contribution / active EE | $2,574 | $5,256-51.0% | $4,695-45.2% | $4,876-47.2% |
| Participant deferral / active EE | $3,941 | $6,630-40.6% | $6,247-36.9% | $5,439-27.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |