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 | $15,168 | $73,867-79.5% | $143,757-89.4% | $68,494-77.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.35% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,795 | $3,184-12.2% | $4,951-43.5% | $2,596+7.6% |
| Participant deferral / active EE | $264 | $3,384-92.2% | $5,637-95.3% | $4,027-93.5% |
| Admin fee / account holder | $240 | $5,755-95.8% | $14,673-98.4% | $5,403-95.6% |