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 8-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 | $3,382 | $42,383-92.0% | $76,523-95.6% | $64,186-94.7% |
| Participation rate | 84.1% | 58.1%+25.9pp | 68.0%+16.1pp | 69.6%+14.5pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $963 | $1,563-38.4% | $2,647-63.6% | $2,381-59.6% |
| Participant deferral / active EE | $2,458 | $2,566-4.2% | $3,835-35.9% | $3,470-29.2% |
| Admin fee / account holder | $202 | $3,198-93.7% | $4,848-95.8% | $4,888-95.9% |