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 | $4,962 | $79,633-93.8% | $93,789-94.7% | $68,494-92.8% |
| Participation rate | 71.3% | 75.4%-4.1pp | 81.0%-9.7pp | 67.9%+3.4pp |
| Annual return | 0.00% | -0.10%+0.1pp | -11.33%+11.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,335 | $3,665-63.6% | $4,323-69.1% | $2,596-48.6% |
| Participant deferral / active EE | $2,933 | $5,158-43.1% | $6,094-51.9% | $4,027-27.2% |
| Admin fee / account holder | $97 | $6,871-98.6% | $7,195-98.7% | $5,403-98.2% |