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 | $24,165 | $32,117-24.8% | $71,086-66.0% | $64,186-62.4% |
| Participation rate | 97.2% | 42.7%+54.5pp | 54.7%+42.6pp | 69.6%+27.7pp |
| Annual return | -7.61% | -5.57%-2.0pp | 650.59%-658.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $669 | $712-6.0% | $1,088-38.5% | $2,381-71.9% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $104 | $2,759-96.2% | $3,082-96.6% | $4,888-97.9% |