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 | $24,013 | $91,911-73.9% | $68,793-65.1% | $135,375-82.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.66% | -8.22%+2.6pp | -4.63%-1.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,039 | $3,924+2.9% | $2,625+53.9% | $4,779-15.5% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $189 | $9,240-98.0% | $5,131-96.3% | $10,827-98.3% |