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 | $21,893 | $107,015-79.5% | $73,545-70.2% | $147,584-85.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 6.36% | 38.25%-31.9pp | -15.16%+21.5pp | 578.55%-572.2pp |
| Employer contribution / active EE | $11,089 | $1,760+530.0% | $1,219+809.7% | $4,876+127.4% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $199 | $3,055-93.5% | $2,320-91.4% | $10,885-98.2% |