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 | $4,990 | $45,863-89.1% | $77,024-93.5% | $68,494-92.7% |
| Participation rate | 78.6% | 55.9%+22.7pp | 67.9%+10.7pp | 67.9%+10.7pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $427 | $1,650-74.1% | $2,812-84.8% | $2,596-83.6% |
| Participant deferral / active EE | $1,254 | $2,962-57.7% | $4,426-71.7% | $4,027-68.9% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |