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 | $5,652 | $54,350-89.6% | $82,719-93.2% | $68,494-91.7% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.2pp | 67.9%+29.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,900 | $2,218-14.3% | $3,009-36.9% | $2,596-26.8% |
| Participant deferral / active EE | $4,079 | $3,246+25.7% | $4,395-7.2% | $4,027+1.3% |
| Admin fee / account holder | $145 | $4,395-96.7% | $5,329-97.3% | $5,403-97.3% |