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 | $18,439 | $138,044-86.6% | $125,339-85.3% | $134,475-86.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.79% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,079 | $5,243-79.4% | $4,814-77.6% | $4,740-77.2% |
| Participant deferral / active EE | $2,400 | $7,799-69.2% | $7,446-67.8% | $6,400-62.5% |
| Admin fee / account holder | $95 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |