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 | $26,995 | $138,065-80.4% | $123,544-78.1% | $135,375-80.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.57% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $952 | $5,151-81.5% | $4,628-79.4% | $4,779-80.1% |
| Participant deferral / active EE | $632 | $6,799-90.7% | $6,426-90.2% | $5,609-88.7% |
| Admin fee / account holder | $140 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |