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 8-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 | $1,595 | $777,995-99.8% | $159,960-99.0% | - |
| Participation rate | 0.0% | 55.4%-55.4pp | 78.0%-78.0pp | - |
| Annual return | 0.00% | -14.85%+14.9pp | 408.60%-408.6pp | - |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,226-100.0% | - |
| Participant deferral / active EE | $0 | $3,690-100.0% | $6,182-100.0% | - |
| Admin fee / account holder | $0 | $22,807-100.0% | $8,698-100.0% | - |