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 | $39,804 | $167,307-76.2% | $143,757-72.3% | $134,475-70.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -16.27% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,286 | $5,619-77.1% | $4,951-74.0% | $4,740-72.9% |
| Participant deferral / active EE | $1,155 | $6,446-82.1% | $5,637-79.5% | $6,400-82.0% |
| Admin fee / account holder | $127 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |