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 | $18,584 | $159,106-88.3% | $110,238-83.1% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 79.8%-79.8pp | - |
| Annual return | 16.59% | -5.88%+22.5pp | 314.74%-298.1pp | - |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,826-100.0% | - |
| Participant deferral / active EE | $0 | $3,490-100.0% | $4,672-100.0% | - |
| Admin fee / account holder | $0 | $9,628-100.0% | $8,547-100.0% | - |