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 6-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 | $1,715 | $105,860-98.4% | $90,749-98.1% | $134,475-98.7% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -12.94% | -11.01%-1.9pp | -12.16%-0.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17 | $13,938-99.9% | $8,445-99.8% | $11,426-99.9% |