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 | $25,114 | $138,065-81.8% | $123,544-79.7% | $135,375-81.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.23% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,222 | $5,151+1.4% | $4,628+12.8% | $4,779+9.3% |
| Participant deferral / active EE | $216 | $6,799-96.8% | $6,426-96.6% | $5,609-96.2% |
| Admin fee / account holder | $220 | $10,916-98.0% | $9,284-97.6% | $10,827-98.0% |