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 | $3,508 | $69,010-94.9% | $159,960-97.8% | $68,494-94.9% |
| Participation rate | 70.0% | 65.4%+4.6pp | 78.0%-8.0pp | 67.9%+2.1pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $717 | $2,213-67.6% | $4,226-83.0% | $2,596-72.4% |
| Participant deferral / active EE | $2,071 | $4,212-50.8% | $6,182-66.5% | $4,027-48.6% |
| Admin fee / account holder | $97 | $4,798-98.0% | $8,698-98.9% | $5,403-98.2% |