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 7-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 | $88 | $129,217-99.9% | $93,406-99.9% | $158,922-99.9% |
| Participation rate | 0.0% | 71.0%-71.0pp | 66.8%-66.8pp | 82.0%-82.0pp |
| Annual return | 12.28% | 118.21%-105.9pp | 78.05%-65.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6 | $7,383-99.9% | $5,230-99.9% | $11,246-99.9% |