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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111 | $163,264-99.9% | $155,509-99.9% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 78.2%-78.2pp | - |
| Annual return | 0.00% | 19.38%-19.4pp | 64.67%-64.7pp | - |
| Employer contribution / active EE | $0 | $2,490-100.0% | $4,672-100.0% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,626-100.0% | - |
| Admin fee / account holder | $0 | $96,217-100.0% | $15,912-100.0% | - |