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 | $14,213 | $150,440-90.6% | $136,294-89.6% | $147,584-90.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.20% | 1049.08%-1021.9pp | 5155.94%-5128.7pp | 578.55%-551.4pp |
| Employer contribution / active EE | $4,799 | $5,256-8.7% | $4,695+2.2% | $4,876-1.6% |
| Participant deferral / active EE | $6,270 | $6,630-5.4% | $6,247+0.4% | $5,439+15.3% |
| Admin fee / account holder | $62 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |