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 | $12,038 | $144,119-91.6% | $117,854-89.8% | $147,584-91.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 39.90% | 531.15%-491.2pp | 335.08%-295.2pp | 578.55%-538.6pp |
| Employer contribution / active EE | $4,184 | $4,896-14.6% | $3,786+10.5% | $4,876-14.2% |
| Participant deferral / active EE | $4,994 | $5,316-6.1% | $4,482+11.4% | $5,439-8.2% |
| Admin fee / account holder | $139 | $10,886-98.7% | $8,020-98.3% | $10,885-98.7% |