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 | $29,664 | $87,540-66.1% | $75,781-60.9% | $125,391-76.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.77% | 13.48%-15.3pp | 9.68%-11.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $4,116 | $3,930+4.7% | $3,323+23.9% | $4,866-15.4% |
| Participant deferral / active EE | $576 | $4,229-86.4% | $3,651-84.2% | $5,352-89.2% |
| Admin fee / account holder | $197 | $6,502-97.0% | $5,299-96.3% | $9,540-97.9% |