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 | $1,556 | $88,874-98.2% | $81,478-98.1% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 68.0%-68.0pp | - |
| Annual return | 3.00% | 12.81%-9.8pp | 38.78%-35.8pp | - |
| Employer contribution / active EE | $0 | $1,020-100.0% | $2,568-100.0% | - |
| Participant deferral / active EE | $0 | $1,747-100.0% | $3,537-100.0% | - |
| Admin fee / account holder | $0 | $8,975-100.0% | $4,561-100.0% | - |