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 9-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 | $10,612 | $97,757-89.1% | $83,848-87.3% | $135,375-92.2% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | 43.75% | 1287.37%-1243.6pp | 850.88%-807.1pp | 519.73%-476.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,273 | $4,682-8.7% | $4,082+4.7% | $5,609-23.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |