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 | $2,941 | $114,047-97.4% | $96,139-96.9% | $167,490-98.2% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 8.63% | 189.88%-181.2pp | 191.94%-183.3pp | 478.56%-469.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $66 | $6,897-99.1% | $5,537-98.8% | $12,309-99.5% |