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 | $1,913 | $73,867-97.4% | $143,757-98.7% | $68,494-97.2% |
| Participation rate | 90.2% | 66.7%+23.5pp | 80.3%+9.9pp | 67.9%+22.3pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $783 | $3,184-75.4% | $4,951-84.2% | $2,596-69.8% |
| Participant deferral / active EE | $953 | $3,384-71.9% | $5,637-83.1% | $4,027-76.3% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |