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 | $6,238 | $299,959-97.9% | $185,823-96.6% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 9.81% | 9.80%0pp | 122.05%-112.2pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,167-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,568-100.0% | - |
| Admin fee / account holder | $15 | $47,864-100.0% | $16,237-99.9% | - |