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 | $24,003 | $138,044-82.6% | $125,339-80.8% | $134,475-82.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -10.71% | 750.33%-761.0pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $6,429 | $5,243+22.6% | $4,814+33.6% | $4,740+35.6% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $57 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |