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 | $7,216 | $67,331-89.3% | $60,874-88.1% | $134,475-94.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.34% | 49.93%-65.3pp | 16.90%-32.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,996 | $3,096-35.5% | $2,701-26.1% | $4,740-57.9% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $131 | $4,582-97.1% | $3,224-95.9% | $11,426-98.9% |