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 | $24,996 | $138,044-81.9% | $125,339-80.1% | $134,475-81.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.00% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,139 | $5,243-21.1% | $4,814-14.0% | $4,740-12.7% |
| Participant deferral / active EE | $2,222 | $7,799-71.5% | $7,446-70.2% | $6,400-65.3% |
| Admin fee / account holder | $38 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |