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 | $20,879 | $168,632-87.6% | $147,614-85.9% | $125,391-83.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.65% | 77.65%-78.3pp | 61.98%-62.6pp | 282.22%-282.9pp |
| Employer contribution / active EE | $3,334 | $6,252-46.7% | $5,564-40.1% | $4,866-31.5% |
| Participant deferral / active EE | $10,050 | $5,507+82.5% | $4,895+105.3% | $5,352+87.8% |
| Admin fee / account holder | $64 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |