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 | $5,891 | $142,344-95.9% | $119,609-95.1% | $134,475-95.6% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,228 | $5,222-76.5% | $4,232-71.0% | $4,740-74.1% |
| Participant deferral / active EE | $3,872 | $6,469-40.1% | $5,602-30.9% | $6,400-39.5% |
| Admin fee / account holder | $8 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |