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 | $4,841 | $165,984-97.1% | $164,813-97.1% | $145,922-96.7% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 0.00% | 100.03%-100.0pp | 69.93%-69.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,332 | $5,273-74.7% | $4,341-69.3% | $4,660-71.4% |
| Participant deferral / active EE | $3,159 | $6,959-54.6% | $6,031-47.6% | $6,688-52.8% |
| Admin fee / account holder | $8 | $16,648-100.0% | $12,690-99.9% | $13,397-99.9% |