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 | $17,332 | $71,883-75.9% | $86,677-80.0% | $68,494-74.7% |
| Participation rate | 71.8% | 72.2%-0.4pp | 76.6%-4.8pp | 67.9%+3.9pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,418 | $2,173-34.7% | $2,836-50.0% | $2,596-45.4% |
| Participant deferral / active EE | $3,866 | $3,779+2.3% | $4,656-17.0% | $4,027-4.0% |
| Admin fee / account holder | $165 | $6,112-97.3% | $7,493-97.8% | $5,403-97.0% |