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 | $13,473 | $92,703-85.5% | $82,719-83.7% | $134,475-90.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.23% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,290 | $3,274-60.6% | $3,009-57.1% | $4,740-72.8% |
| Participant deferral / active EE | $743 | $4,802-84.5% | $4,395-83.1% | $6,400-88.4% |
| Admin fee / account holder | $223 | $5,983-96.3% | $5,329-95.8% | $11,426-98.0% |