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 8-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 | $4,754 | $43,327-89.0% | $59,878-92.1% | $64,186-92.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,641 | $2,028-19.1% | $2,722-39.7% | $2,381-31.1% |
| Participant deferral / active EE | $3,408 | $2,546+33.8% | $3,402+0.2% | $3,470-1.8% |
| Admin fee / account holder | $42 | $3,005-98.6% | $3,590-98.8% | $4,888-99.1% |