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 | $17,141 | $73,004-76.5% | $90,749-81.1% | $68,494-75.0% |
| Participation rate | 88.4% | 70.8%+17.5pp | 75.7%+12.7pp | 67.9%+20.5pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,482 | $2,193+58.8% | $2,921+19.2% | $2,596+34.1% |
| Participant deferral / active EE | $7,903 | $3,627+117.9% | $4,564+73.1% | $4,027+96.2% |
| Admin fee / account holder | $84 | $5,896-98.6% | $8,445-99.0% | $5,403-98.4% |