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 8-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 | $5,018 | $45,035-88.9% | $62,995-92.0% | $70,131-92.8% |
| Participation rate | 82.8% | 69.5%+13.2pp | 74.8%+8.0pp | 69.5%+13.2pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,109 | $2,051-45.9% | $2,759-59.8% | $2,342-52.6% |
| Participant deferral / active EE | $1,959 | $2,465-20.5% | $3,329-41.2% | $3,332-41.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |