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 7-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 | $15,223 | $72,404-79.0% | $110,238-86.2% | $64,186-76.3% |
| Participation rate | 77.3% | 73.3%+4.0pp | 79.8%-2.5pp | 69.6%+7.8pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,348 | $2,282-40.9% | $3,826-64.8% | $2,381-43.4% |
| Participant deferral / active EE | $2,062 | $3,469-40.6% | $4,672-55.9% | $3,470-40.6% |
| Admin fee / account holder | $204 | $5,664-96.4% | $8,547-97.6% | $4,888-95.8% |