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 | $5,194 | $67,331-92.3% | $60,874-91.5% | $134,475-96.1% |
| Participation rate | 76.5% | 76.2%+0.3pp | 73.1%+3.4pp | 81.2%-4.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,339 | $3,096-56.8% | $2,701-50.4% | $4,740-71.8% |
| Participant deferral / active EE | $2,820 | $4,538-37.9% | $3,817-26.1% | $6,400-55.9% |
| Admin fee / account holder | $15 | $4,582-99.7% | $3,224-99.5% | $11,426-99.9% |