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 | $21,359 | $211,958-89.9% | $169,463-87.4% | $135,375-84.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.63% | 3.26%-9.9pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,389 | $5,120-72.9% | $4,159-66.6% | $4,779-70.9% |
| Participant deferral / active EE | $47 | $6,075-99.2% | $5,277-99.1% | $5,609-99.2% |
| Admin fee / account holder | $133 | $11,471-98.8% | $9,109-98.5% | $10,827-98.8% |