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 6-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 | $15,715 | $95,862-83.6% | $79,550-80.2% | $134,475-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.24% | -2.69%-14.6pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $724 | $3,128-76.9% | $2,413-70.0% | $4,740-84.7% |
| Participant deferral / active EE | $1,109 | $4,693-76.4% | $3,985-72.2% | $6,400-82.7% |
| Admin fee / account holder | $146 | $9,126-98.4% | $6,832-97.9% | $11,426-98.7% |