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 3-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 | $3,118 | $71,883-95.7% | $86,677-96.4% | $68,494-95.4% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,101 | $2,173-49.3% | $2,836-61.2% | $2,596-57.6% |
| Participant deferral / active EE | $2,007 | $3,779-46.9% | $4,656-56.9% | $4,027-50.2% |
| Admin fee / account holder | $34 | $6,112-99.4% | $7,493-99.5% | $5,403-99.4% |