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 | $14,481 | $748,053-98.1% | $442,409-96.7% | - |
| Participation rate | 0.0% | 36.7%-36.7pp | 88.0%-88.0pp | - |
| Annual return | -1.41% | -17.34%+15.9pp | 90.53%-91.9pp | - |
| Employer contribution / active EE | $0 | $362-100.0% | $7,697-100.0% | - |
| Participant deferral / active EE | $0 | $1,422-100.0% | $7,555-100.0% | - |
| Admin fee / account holder | $209 | $22,312-99.1% | $51,603-99.6% | - |