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 | $8,968 | $150,440-94.0% | $136,294-93.4% | $147,584-93.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 53.15% | 1049.08%-995.9pp | 5155.94%-5102.8pp | 578.55%-525.4pp |
| Employer contribution / active EE | $2,397 | $5,256-54.4% | $4,695-49.0% | $4,876-50.8% |
| Participant deferral / active EE | $2,882 | $6,630-56.5% | $6,247-53.9% | $5,439-47.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |