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 | $5,256 | $42,894-87.7% | $60,874-91.4% | $68,494-92.3% |
| Participation rate | 90.9% | 66.8%+24.1pp | 73.1%+17.8pp | 67.9%+23.0pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $601 | $1,978-69.6% | $2,701-77.7% | $2,596-76.8% |
| Participant deferral / active EE | $1,411 | $2,867-50.8% | $3,817-63.0% | $4,027-65.0% |
| Admin fee / account holder | $35 | $3,101-98.9% | $3,224-98.9% | $5,403-99.4% |