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 | $8,811 | $150,440-94.1% | $136,294-93.5% | $147,584-94.0% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 35.71% | 1049.08%-1013.4pp | 5155.94%-5120.2pp | 578.55%-542.8pp |
| Employer contribution / active EE | $2,196 | $5,256-58.2% | $4,695-53.2% | $4,876-55.0% |
| Participant deferral / active EE | $2,700 | $6,630-59.3% | $6,247-56.8% | $5,439-50.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |