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 9-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 | $39,389 | $197,825-80.1% | $155,790-74.7% | $125,391-68.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.28% | 86.74%-88.0pp | 71.54%-72.8pp | 282.22%-283.5pp |
| Employer contribution / active EE | $22,784 | $4,847+370.1% | $3,836+493.9% | $4,866+368.2% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $104 | $9,545-98.9% | $7,478-98.6% | $9,540-98.9% |