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 | $138,805 | $149,333-7.1% | $106,387+30.5% | $135,375+2.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -5.93% | 0.52%-6.4pp | 0.25%-6.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,285 | $4,984-34.1% | $3,520-6.7% | $4,779-31.3% |
| Participant deferral / active EE | $1,233 | $7,230-83.0% | $5,421-77.3% | $5,609-78.0% |
| Admin fee / account holder | $14 | $15,952-99.9% | $7,510-99.8% | $10,827-99.9% |