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 | $14,230 | $167,307-91.5% | $143,757-90.1% | $134,475-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,259 | $5,619-59.8% | $4,951-54.4% | $4,740-52.3% |
| Participant deferral / active EE | $4,426 | $6,446-31.3% | $5,637-21.5% | $6,400-30.8% |
| Admin fee / account holder | $193 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |