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 | $33,639 | $78,694-57.3% | $67,652-50.3% | $125,391-73.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.37% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,058 | $3,044-65.2% | $2,266-53.3% | $4,866-78.3% |
| Participant deferral / active EE | $1,219 | $4,292-71.6% | $3,560-65.8% | $5,352-77.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |