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 | $1,069 | $59,774-98.2% | - | $134,475-99.2% |
| Participation rate | 75.0% | 67.4%+7.6pp | - | 81.2%-6.2pp |
| Annual return | 0.00% | -10.72%+10.7pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $473 | $2,711-82.5% | - | $4,740-90.0% |
| Participant deferral / active EE | $473 | $4,131-88.5% | - | $6,400-92.6% |
| Admin fee / account holder | $3 | $4,003-99.9% | - | $11,426-100.0% |