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 | $3,441 | $73,867-95.3% | $143,757-97.6% | $68,494-95.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,414 | $3,184-55.6% | $4,951-71.4% | $2,596-45.5% |
| Participant deferral / active EE | $2,617 | $3,384-22.7% | $5,637-53.6% | $4,027-35.0% |
| Admin fee / account holder | $185 | $5,755-96.8% | $14,673-98.7% | $5,403-96.6% |