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 | $34,265 | $138,065-75.2% | $123,544-72.3% | $135,375-74.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.20% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $924 | $5,151-82.1% | $4,628-80.0% | $4,779-80.7% |
| Participant deferral / active EE | $1,137 | $6,799-83.3% | $6,426-82.3% | $5,609-79.7% |
| Admin fee / account holder | $205 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |