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 | $1,856 | $27,641-93.3% | $61,373-97.0% | $68,494-97.3% |
| Participation rate | 78.6% | 39.5%+39.1pp | 52.6%+26.0pp | 67.9%+10.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $823 | $695+18.4% | $1,159-29.0% | $2,596-68.3% |
| Participant deferral / active EE | $1,237 | $1,263-2.1% | $2,125-41.8% | $4,027-69.3% |
| Admin fee / account holder | $27 | $2,010-98.6% | $2,130-98.7% | $5,403-99.5% |