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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,333 | $99,640-59.5% | $86,436-53.3% | $134,475-70.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.16% | 6782.58%-6799.7pp | 4394.89%-4412.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $722 | $4,400-83.6% | $3,769-80.8% | $4,740-84.8% |
| Participant deferral / active EE | $1,445 | $7,246-80.1% | $6,952-79.2% | $6,400-77.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |