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 | $22,361 | $150,440-85.1% | $136,294-83.6% | $147,584-84.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 108.49% | 1049.08%-940.6pp | 5155.94%-5047.4pp | 578.55%-470.1pp |
| Employer contribution / active EE | $2,949 | $5,256-43.9% | $4,695-37.2% | $4,876-39.5% |
| Participant deferral / active EE | $3,733 | $6,630-43.7% | $6,247-40.2% | $5,439-31.4% |
| Admin fee / account holder | $112 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |