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 | $5,058 | $95,862-94.7% | $79,550-93.6% | $134,475-96.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -8.12% | -2.69%-5.4pp | 0.16%-8.3pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,527 | $3,128-51.2% | $2,413-36.7% | $4,740-67.8% |
| Participant deferral / active EE | $2,325 | $4,693-50.5% | $3,985-41.7% | $6,400-63.7% |
| Admin fee / account holder | $18 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |