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 | $5,177 | $95,862-94.6% | $79,550-93.5% | $134,475-96.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,210 | $3,128-61.3% | $2,413-49.9% | $4,740-74.5% |
| Participant deferral / active EE | $3,441 | $4,693-26.7% | $3,985-13.7% | $6,400-46.2% |
| Admin fee / account holder | $145 | $9,126-98.4% | $6,832-97.9% | $11,426-98.7% |