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 | $36,201 | $76,000-52.4% | $154,107-76.5% | $64,186-43.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.55% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,542 | $3,351+5.7% | $5,298-33.1% | $2,381+48.8% |
| Participant deferral / active EE | $679 | $3,175-78.6% | $5,081-86.6% | $3,470-80.4% |
| Admin fee / account holder | $108 | $5,596-98.1% | $13,411-99.2% | $4,888-97.8% |