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 | $4,478 | $71,883-93.8% | $86,677-94.8% | $68,494-93.5% |
| Participation rate | 83.0% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,298 | $2,173-40.3% | $2,836-54.2% | $2,596-50.0% |
| Participant deferral / active EE | $1,887 | $3,779-50.1% | $4,656-59.5% | $4,027-53.1% |
| Admin fee / account holder | $29 | $6,112-99.5% | $7,493-99.6% | $5,403-99.5% |