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 | $28,582 | $97,757-70.8% | $83,848-65.9% | $135,375-78.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.30% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,513 | $4,222-64.2% | $3,631-58.3% | $4,779-68.3% |
| Participant deferral / active EE | $833 | $4,682-82.2% | $4,082-79.6% | $5,609-85.1% |
| Admin fee / account holder | $10 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |