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 | $5,896 | $59,107-90.0% | $86,436-93.2% | $68,494-91.4% |
| Participation rate | 96.3% | 75.2%+21.1pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,206 | $2,519-12.4% | $3,769-41.5% | $2,596-15.0% |
| Participant deferral / active EE | $3,414 | $5,901-42.1% | $6,952-50.9% | $4,027-15.2% |
| Admin fee / account holder | $109 | $5,637-98.1% | $6,731-98.4% | $5,403-98.0% |