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 | $14,102 | $76,912-81.7% | $129,110-89.1% | $68,494-79.4% |
| Participation rate | 80.3% | 69.1%+11.2pp | 77.3%+3.1pp | 67.9%+12.4pp |
| Annual return | 0.00% | -9.78%+9.8pp | -10.94%+10.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,022 | $3,243+24.0% | $5,052-20.4% | $2,596+54.9% |
| Participant deferral / active EE | $7,951 | $4,732+68.0% | $6,542+21.5% | $4,027+97.4% |
| Admin fee / account holder | $172 | $6,638-97.4% | $14,302-98.8% | $5,403-96.8% |