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 | $2,617 | $82,664-96.8% | $125,339-97.9% | $68,494-96.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,511 | $3,381-55.3% | $4,814-68.6% | $2,596-41.8% |
| Participant deferral / active EE | $2,770 | $6,110-54.7% | $7,446-62.8% | $4,027-31.2% |
| Admin fee / account holder | $92 | $6,275-98.5% | $10,010-99.1% | $5,403-98.3% |