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 | $58,315 | $92,222-36.8% | $76,768-24.0% | $135,375-56.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.86% | 5.46%-4.6pp | 2.43%-1.6pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,345 | $3,216-58.2% | $2,485-45.9% | $4,779-71.9% |
| Participant deferral / active EE | $417 | $4,509-90.7% | $3,852-89.2% | $5,609-92.6% |
| Admin fee / account holder | $100 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |