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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,540 | $45,833-79.2% | $62,995-84.9% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.8%-74.8pp | - |
| Annual return | 3.00% | 9.16%-6.2pp | 87.57%-84.6pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,759-100.0% | - |
| Participant deferral / active EE | $0 | $1,887-100.0% | $3,329-100.0% | - |
| Admin fee / account holder | $0 | $3,306-100.0% | $3,600-100.0% | - |