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 9-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 | $34,886 | $142,344-75.5% | $119,609-70.8% | $134,475-74.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.94% | -12.44%+4.5pp | -14.97%+7.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $13,129 | $5,222+151.4% | $4,232+210.2% | $4,740+177.0% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $124 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |