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 | $244 | $87,168-99.7% | $98,907-99.8% | - |
| Participation rate | 0.0% | 73.1%-73.1pp | 76.0%-76.0pp | - |
| Annual return | 1.56% | 9.75%-8.2pp | 196.43%-194.9pp | - |
| Employer contribution / active EE | $0 | $2,509-100.0% | $2,689-100.0% | - |
| Participant deferral / active EE | $0 | $3,188-100.0% | $4,244-100.0% | - |
| Admin fee / account holder | $0 | $3,143-100.0% | $6,642-100.0% | - |