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 | $3,413 | $64,707-94.7% | $112,228-97.0% | $68,494-95.0% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,176 | $2,746-57.2% | $3,635-67.6% | $2,596-54.7% |
| Participant deferral / active EE | $1,849 | $3,565-48.1% | $4,728-60.9% | $4,027-54.1% |
| Admin fee / account holder | $1 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |