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 | $20,908 | $92,222-77.3% | $76,768-72.8% | $135,375-84.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.17% | 5.46%-13.6pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,918 | $3,216-9.3% | $2,485+17.4% | $4,779-38.9% |
| Participant deferral / active EE | $439 | $4,509-90.3% | $3,852-88.6% | $5,609-92.2% |
| Admin fee / account holder | $166 | $10,748-98.5% | $6,675-97.5% | $10,827-98.5% |