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 | $948 | $123,909-99.2% | $69,647-98.6% | $145,922-99.4% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.5%-66.5pp | 80.3%-80.3pp |
| Annual return | 6.52% | 190.55%-184.0pp | 100.48%-94.0pp | 561.29%-554.8pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |