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 | $3,651 | $71,883-94.9% | $86,677-95.8% | $68,494-94.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,919 | $2,173-11.7% | $2,836-32.3% | $2,596-26.1% |
| Participant deferral / active EE | $2,786 | $3,779-26.3% | $4,656-40.2% | $4,027-30.8% |
| Admin fee / account holder | $84 | $6,112-98.6% | $7,493-98.9% | $5,403-98.4% |