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 | $9,193 | $82,664-88.9% | $125,339-92.7% | $68,494-86.6% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,163 | $3,381-36.0% | $4,814-55.1% | $2,596-16.7% |
| Participant deferral / active EE | $5,999 | $6,110-1.8% | $7,446-19.4% | $4,027+49.0% |
| Admin fee / account holder | $3 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |