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 | $2,539 | $45,863-94.5% | $77,024-96.7% | $68,494-96.3% |
| Participation rate | 95.1% | 55.9%+39.2pp | 67.9%+27.2pp | 67.9%+27.2pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,986 | $1,650+81.0% | $2,812+6.2% | $2,596+15.0% |
| Participant deferral / active EE | $2,329 | $2,962-21.4% | $4,426-47.4% | $4,027-42.2% |
| Admin fee / account holder | $39 | $3,041-98.7% | $5,425-99.3% | $5,403-99.3% |