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 10-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 | $15,968 | $147,167-89.1% | $111,392-85.7% | $135,375-88.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 78.9%-78.9pp | 82.6%-82.6pp |
| Annual return | -0.86% | -4.44%+3.6pp | -2.06%+1.2pp | 519.73%-520.6pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $63 | $20,270-99.7% | $12,266-99.5% | $10,827-99.4% |