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 | $26,245 | $133,958-80.4% | $112,228-76.6% | $134,475-80.5% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -18.55% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,596 | $4,038-10.9% | $3,635-1.1% | $4,740-24.1% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $277 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |