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 | $35,027 | $167,307-79.1% | $143,757-75.6% | $134,475-74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.50% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,551 | $5,619-54.6% | $4,951-48.5% | $4,740-46.2% |
| Participant deferral / active EE | $1,607 | $6,446-75.1% | $5,637-71.5% | $6,400-74.9% |
| Admin fee / account holder | $6 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |