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 | $42,364 | $138,044-69.3% | $125,339-66.2% | $134,475-68.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -11.91% | 750.33%-762.2pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,203 | $5,243-77.1% | $4,814-75.0% | $4,740-74.6% |
| Participant deferral / active EE | $1,567 | $7,799-79.9% | $7,446-79.0% | $6,400-75.5% |
| Admin fee / account holder | $47 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |