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 | $29,384 | $138,065-78.7% | $123,544-76.2% | $135,375-78.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.56% | 153.68%-160.2pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,522 | $5,151-70.5% | $4,628-67.1% | $4,779-68.1% |
| Participant deferral / active EE | $1,859 | $6,799-72.7% | $6,426-71.1% | $5,609-66.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |