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 | $3,791 | $82,286-95.4% | $68,791-94.5% | $134,475-97.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,811 | $3,301+15.5% | $2,655+43.5% | $4,740-19.6% |
| Participant deferral / active EE | $1,938 | $4,739-59.1% | $3,941-50.8% | $6,400-69.7% |
| Admin fee / account holder | $30 | $6,481-99.5% | $4,932-99.4% | $11,426-99.7% |