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 3-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 | $7,961 | $91,538-91.3% | $129,995-93.9% | $75,163-89.4% |
| Participation rate | 78.6% | 71.4%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,857 | $2,845-34.7% | $4,320-57.0% | $2,670-30.5% |
| Participant deferral / active EE | $3,402 | $4,341-21.6% | $5,820-41.6% | $4,125-17.5% |
| Admin fee / account holder | $255 | $6,790-96.2% | $10,614-97.6% | $5,651-95.5% |