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 8-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 | $1,978 | $35,183-94.4% | $73,545-97.3% | $70,131-97.2% |
| Participation rate | 75.8% | 42.9%+32.9pp | 54.9%+20.9pp | 69.5%+6.3pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $487 | $709-31.3% | $1,219-60.1% | $2,342-79.2% |
| Participant deferral / active EE | $1,225 | $1,220+0.4% | $1,806-32.2% | $3,332-63.2% |
| Admin fee / account holder | $22 | $2,302-99.1% | $2,320-99.1% | $4,645-99.5% |