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 | $1,179 | $95,862-98.8% | $79,550-98.5% | $134,475-99.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,522 | $3,128-51.3% | $2,413-36.9% | $4,740-67.9% |
| Participant deferral / active EE | $1,522 | $4,693-67.6% | $3,985-61.8% | $6,400-76.2% |
| Admin fee / account holder | $4 | $9,126-100.0% | $6,832-99.9% | $11,426-100.0% |