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 8-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 | $15,445 | $138,044-88.8% | $125,339-87.7% | $134,475-88.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.64% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,159 | $5,243-77.9% | $4,814-75.9% | $4,740-75.6% |
| Participant deferral / active EE | $1,324 | $7,799-83.0% | $7,446-82.2% | $6,400-79.3% |
| Admin fee / account holder | $250 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |