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 5-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 | $10,522 | $25,979-59.5% | $71,735-85.3% | $68,494-84.6% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | 0.95% | -15.10%+16.0pp | 9.14%-8.2pp | -7.84%+8.8pp |
| Employer contribution / active EE | $5,000 | $900+455.3% | $1,704+193.4% | $2,596+92.6% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,658-100.0% | $4,027-100.0% |
| Admin fee / account holder | $31 | $2,022-98.4% | $3,974-99.2% | $5,403-99.4% |