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 | $14,122 | $76,000-81.4% | $154,107-90.8% | $64,186-78.0% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -5.94% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $694 | $3,351-79.3% | $5,298-86.9% | $2,381-70.9% |
| Participant deferral / active EE | $612 | $3,175-80.7% | $5,081-88.0% | $3,470-82.4% |
| Admin fee / account holder | $6 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |