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 | $4,454 | $69,010-93.5% | $159,960-97.2% | $68,494-93.5% |
| Participation rate | 86.8% | 65.4%+21.4pp | 78.0%+8.8pp | 67.9%+18.9pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,377 | $2,213-37.8% | $4,226-67.4% | $2,596-47.0% |
| Participant deferral / active EE | $1,845 | $4,212-56.2% | $6,182-70.2% | $4,027-54.2% |
| Admin fee / account holder | $43 | $4,798-99.1% | $8,698-99.5% | $5,403-99.2% |