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 | $91,152 | $99,640-8.5% | $86,436+5.5% | $134,475-32.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.32% | 6782.58%-6799.9pp | 4394.89%-4412.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,509 | $4,400+25.2% | $3,769+46.2% | $4,740+16.2% |
| Participant deferral / active EE | $1,720 | $7,246-76.3% | $6,952-75.3% | $6,400-73.1% |
| Admin fee / account holder | $16 | $8,371-99.8% | $6,731-99.8% | $11,426-99.9% |