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 | $13,585 | $60,124-77.4% | $90,404-85.0% | $79,858-83.0% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 21.32% | 71.94%-50.6pp | 1293.02%-1271.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $795 | $2,068-61.6% | $3,262-75.6% | $2,471-67.8% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $221 | $3,976-94.5% | $5,611-96.1% | $5,306-95.8% |