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 9-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 | $11,772 | $92,703-87.3% | $82,719-85.8% | $134,475-91.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.19% | 944.92%-958.1pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $344 | $3,274-89.5% | $3,009-88.6% | $4,740-92.7% |
| Participant deferral / active EE | $880 | $4,802-81.7% | $4,395-80.0% | $6,400-86.2% |
| Admin fee / account holder | $97 | $5,983-98.4% | $5,329-98.2% | $11,426-99.2% |