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 | $7,305 | $105,860-93.1% | $90,749-92.0% | $134,475-94.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,983 | $3,462-42.7% | $2,921-32.1% | $4,740-58.2% |
| Participant deferral / active EE | $2,185 | $5,216-58.1% | $4,564-52.1% | $6,400-65.9% |
| Admin fee / account holder | $80 | $13,938-99.4% | $8,445-99.0% | $11,426-99.3% |