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 6-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 | $4,358 | $73,867-94.1% | $143,757-97.0% | $68,494-93.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.22% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $771 | $3,184-75.8% | $4,951-84.4% | $2,596-70.3% |
| Participant deferral / active EE | $1,826 | $3,384-46.0% | $5,637-67.6% | $4,027-54.7% |
| Admin fee / account holder | $143 | $5,755-97.5% | $14,673-99.0% | $5,403-97.3% |