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 7-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 | $15,786 | $138,044-88.6% | $125,339-87.4% | $134,475-88.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.39% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,919 | $5,243-44.3% | $4,814-39.4% | $4,740-38.4% |
| Participant deferral / active EE | $2,302 | $7,799-70.5% | $7,446-69.1% | $6,400-64.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |