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 | $14,772 | $65,435-77.4% | $86,677-83.0% | $66,914-77.9% |
| Participation rate | 93.9% | 75.5%+18.4pp | 76.6%+17.3pp | 69.8%+24.1pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,196 | $2,153+94.9% | $2,836+47.9% | $2,544+64.9% |
| Participant deferral / active EE | $7,079 | $4,100+72.6% | $4,656+52.0% | $4,237+67.1% |
| Admin fee / account holder | $108 | $642-83.1% | $7,493-98.6% | $593-81.7% |