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 | $13,989 | $171,865-91.9% | $149,718-90.7% | $147,584-90.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1669.45% | 2113.22%-443.8pp | 1501.63%+167.8pp | 578.55%+1090.9pp |
| Employer contribution / active EE | $2,087 | $6,275-66.7% | $5,445-61.7% | $4,876-57.2% |
| Participant deferral / active EE | $8,388 | $7,271+15.4% | $6,569+27.7% | $5,439+54.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |