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 | $142,617 | $100,754+41.5% | $86,677+64.5% | $134,475+6.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.33% | 29.04%-47.4pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,136 | $3,489-67.4% | $2,836-59.9% | $4,740-76.0% |
| Participant deferral / active EE | $1,604 | $5,338-70.0% | $4,656-65.6% | $6,400-74.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |