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 | $4,330 | $46,674-90.7% | $117,472-96.3% | $68,494-93.7% |
| Participation rate | 81.4% | 56.8%+24.6pp | 70.6%+10.8pp | 67.9%+13.5pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,792 | $1,505+19.1% | $4,176-57.1% | $2,596-31.0% |
| Participant deferral / active EE | $2,344 | $2,636-11.1% | $4,070-42.4% | $4,027-41.8% |
| Admin fee / account holder | $52 | $4,020-98.7% | $5,645-99.1% | $5,403-99.0% |