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 | $17,960 | $138,044-87.0% | $125,339-85.7% | $134,475-86.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.83% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,452 | $5,243-72.3% | $4,814-69.8% | $4,740-69.4% |
| Participant deferral / active EE | $2,003 | $7,799-74.3% | $7,446-73.1% | $6,400-68.7% |
| Admin fee / account holder | $237 | $11,571-98.0% | $10,010-97.6% | $11,426-97.9% |