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 7-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 | $4,433 | $72,404-93.9% | $110,238-96.0% | $64,186-93.1% |
| Participation rate | 92.6% | 73.3%+19.2pp | 79.8%+12.7pp | 69.6%+23.0pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,809 | $2,282-20.7% | $3,826-52.7% | $2,381-24.0% |
| Participant deferral / active EE | $3,029 | $3,469-12.7% | $4,672-35.2% | $3,470-12.7% |
| Admin fee / account holder | $198 | $5,664-96.5% | $8,547-97.7% | $4,888-96.0% |