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 | $2,074 | $106,890-98.1% | $84,015-97.5% | $152,861-98.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.4%-82.4pp |
| Annual return | 24.93% | 104.99%-80.1pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $24 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |