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 | $4,235 | $81,900-94.8% | $119,609-96.5% | $68,494-93.8% |
| Participation rate | 91.8% | 71.9%+19.9pp | 79.3%+12.5pp | 67.9%+23.9pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,210 | $2,693-55.1% | $4,232-71.4% | $2,596-53.4% |
| Participant deferral / active EE | $2,217 | $4,148-46.5% | $5,602-60.4% | $4,027-44.9% |
| Admin fee / account holder | $39 | $6,582-99.4% | $10,323-99.6% | $5,403-99.3% |