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 9-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 | $12,429 | $30,615-59.4% | $74,701-83.4% | - |
| Participation rate | 0.0% | 43.6%-43.6pp | 54.5%-54.5pp | - |
| Annual return | 19.86% | 14.02%+5.8pp | 752.92%-733.1pp | - |
| Employer contribution / active EE | $0 | $1,331-100.0% | $1,084-100.0% | - |
| Participant deferral / active EE | $0 | $1,056-100.0% | $1,964-100.0% | - |
| Admin fee / account holder | $283 | $2,499-88.7% | $3,333-91.5% | - |