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 | $10,989 | $32,117-65.8% | $71,086-84.5% | $64,186-82.9% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -9.62% | -5.57%-4.0pp | 650.59%-660.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $4,729 | $712+564.0% | $1,088+334.7% | $2,381+98.6% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $59 | $2,759-97.9% | $3,082-98.1% | $4,888-98.8% |