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 | $10,725 | $92,703-88.4% | $82,719-87.0% | $134,475-92.0% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -17.04% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $762 | $3,274-76.7% | $3,009-74.7% | $4,740-83.9% |
| Participant deferral / active EE | $779 | $4,802-83.8% | $4,395-82.3% | $6,400-87.8% |
| Admin fee / account holder | $196 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |