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 4-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 | $7,287 | $142,344-94.9% | $119,609-93.9% | $134,475-94.6% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,552 | $5,222-70.3% | $4,232-63.3% | $4,740-67.3% |
| Participant deferral / active EE | $3,937 | $6,469-39.1% | $5,602-29.7% | $6,400-38.5% |
| Admin fee / account holder | $74 | $13,584-99.5% | $10,323-99.3% | $11,426-99.4% |