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 | $109,410 | $112,300-2.6% | $90,223+21.3% | $125,391-12.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.46% | -0.57%+0.1pp | 1.31%-1.8pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,921 | $5,181-62.9% | $4,378-56.1% | $4,866-60.5% |
| Participant deferral / active EE | $1,069 | $6,733-84.1% | $5,792-81.6% | $5,352-80.0% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |