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 | $82,072 | $99,640-17.6% | $86,436-5.0% | $134,475-39.0% |
| Participation rate | 87.0% | 82.0%+4.9pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -16.23% | 6782.58%-6798.8pp | 4394.89%-4411.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $680 | $4,400-84.6% | $3,769-82.0% | $4,740-85.7% |
| Participant deferral / active EE | $1,760 | $7,246-75.7% | $6,952-74.7% | $6,400-72.5% |
| Admin fee / account holder | $184 | $8,371-97.8% | $6,731-97.3% | $11,426-98.4% |