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 | $16,825 | $92,703-81.9% | $82,719-79.7% | $134,475-87.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.75% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,426 | $3,274-56.5% | $3,009-52.6% | $4,740-69.9% |
| Participant deferral / active EE | $137 | $4,802-97.2% | $4,395-96.9% | $6,400-97.9% |
| Admin fee / account holder | $286 | $5,983-95.2% | $5,329-94.6% | $11,426-97.5% |