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 | $10,913 | $167,307-93.5% | $143,757-92.4% | $134,475-91.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5690.57% | 0.46%+5690.1pp | -0.04%+5690.6pp | 417.96%+5272.6pp |
| Employer contribution / active EE | $1,291 | $5,619-77.0% | $4,951-73.9% | $4,740-72.8% |
| Participant deferral / active EE | $5,166 | $6,446-19.9% | $5,637-8.4% | $6,400-19.3% |
| Admin fee / account holder | $67 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |