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 | $26,319 | $95,862-72.5% | $79,550-66.9% | $134,475-80.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.32% | -2.69%-4.6pp | 0.16%-7.5pp | 417.96%-425.3pp |
| Employer contribution / active EE | $1,844 | $3,128-41.0% | $2,413-23.6% | $4,740-61.1% |
| Participant deferral / active EE | $667 | $4,693-85.8% | $3,985-83.3% | $6,400-89.6% |
| Admin fee / account holder | $265 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |