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 | $1,264 | $48,265-97.4% | $68,791-98.2% | $68,494-98.2% |
| Participation rate | 87.5% | 60.7%+26.8pp | 69.0%+18.5pp | 67.9%+19.6pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $539 | $1,829-70.5% | $2,655-79.7% | $2,596-79.3% |
| Participant deferral / active EE | $1,001 | $2,867-65.1% | $3,941-74.6% | $4,027-75.2% |
| Admin fee / account holder | $28 | $4,355-99.4% | $4,932-99.4% | $5,403-99.5% |