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 | $21,590 | $59,774-63.9% | - | $134,475-83.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -19.92% | -10.72%-9.2pp | - | 417.96%-437.9pp |
| Employer contribution / active EE | $7,487 | $2,711+176.1% | - | $4,740+58.0% |
| Participant deferral / active EE | $0 | $4,131-100.0% | - | $6,400-100.0% |
| Admin fee / account holder | $15 | $4,003-99.6% | - | $11,426-99.9% |