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 | $16,343 | $107,846-84.8% | $119,609-86.3% | - |
| Participation rate | 0.0% | 78.0%-78.0pp | 79.3%-79.3pp | - |
| Annual return | 0.01% | -15.20%+15.2pp | -14.97%+15.0pp | - |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,232-100.0% | - |
| Participant deferral / active EE | $0 | $4,531-100.0% | $5,602-100.0% | - |
| Admin fee / account holder | $0 | $73,538-100.0% | $10,323-100.0% | - |