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 8-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 | $28,921 | $138,065-79.1% | $123,544-76.6% | $135,375-78.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.47% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,227 | $5,151-37.4% | $4,628-30.3% | $4,779-32.5% |
| Participant deferral / active EE | $1,990 | $6,799-70.7% | $6,426-69.0% | $5,609-64.5% |
| Admin fee / account holder | $126 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |