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 | $70,724 | $105,860-33.2% | $90,749-22.1% | $134,475-47.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 1.87% | -11.01%+12.9pp | -12.16%+14.0pp | 417.96%-416.1pp |
| Employer contribution / active EE | $1,106 | $3,462-68.1% | $2,921-62.2% | $4,740-76.7% |
| Participant deferral / active EE | $854 | $5,216-83.6% | $4,564-81.3% | $6,400-86.7% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |