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 | $4,217 | $85,790-95.1% | $67,313-93.7% | $135,375-96.9% |
| Participation rate | 81.0% | 76.5%+4.5pp | 69.1%+11.9pp | 82.6%-1.7pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,419 | $3,487-59.3% | $2,566-44.7% | $4,779-70.3% |
| Participant deferral / active EE | $2,515 | $4,651-45.9% | $3,568-29.5% | $5,609-55.2% |
| Admin fee / account holder | $245 | $6,392-96.2% | $4,507-94.6% | $10,827-97.7% |