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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,753 | $135,635-78.1% | $110,238-73.0% | $135,375-78.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.38% | 513.19%-521.6pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,489 | $4,906-49.3% | $3,826-35.0% | $4,779-47.9% |
| Participant deferral / active EE | $1,584 | $5,506-71.2% | $4,672-66.1% | $5,609-71.8% |
| Admin fee / account holder | $209 | $11,457-98.2% | $8,547-97.5% | $10,827-98.1% |