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 | $4,264 | $73,867-94.2% | $143,757-97.0% | $68,494-93.8% |
| Participation rate | 74.2% | 66.7%+7.5pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,287 | $3,184-59.6% | $4,951-74.0% | $2,596-50.4% |
| Participant deferral / active EE | $2,339 | $3,384-30.9% | $5,637-58.5% | $4,027-41.9% |
| Admin fee / account holder | $240 | $5,755-95.8% | $14,673-98.4% | $5,403-95.6% |