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 | $5,820 | $175,600-96.7% | $129,110-95.5% | $134,475-95.7% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.3%+6.1pp | 81.2%+2.1pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,291 | $6,355-63.9% | $5,052-54.6% | $4,740-51.7% |
| Participant deferral / active EE | $3,008 | $7,975-62.3% | $6,542-54.0% | $6,400-53.0% |
| Admin fee / account holder | $292 | $23,567-98.8% | $14,302-98.0% | $11,426-97.4% |