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 | $16,940 | $138,044-87.7% | $125,339-86.5% | $134,475-87.4% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -14.97% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,193 | $5,243+18.1% | $4,814+28.7% | $4,740+30.7% |
| Participant deferral / active EE | $2,288 | $7,799-70.7% | $7,446-69.3% | $6,400-64.3% |
| Admin fee / account holder | $52 | $11,571-99.6% | $10,010-99.5% | $11,426-99.5% |