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 | $30,377 | $167,484-81.9% | $151,611-80.0% | $134,475-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.77% | 7.80%-18.6pp | 3.33%-14.1pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,118 | $6,829-69.0% | $6,166-65.6% | $4,740-55.3% |
| Participant deferral / active EE | $2,453 | $8,986-72.7% | $8,363-70.7% | $6,400-61.7% |
| Admin fee / account holder | $50 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |