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 8-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 | $66,563 | $167,484-60.3% | $151,611-56.1% | $134,475-50.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.75% | 7.80%-20.5pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,671 | $6,829-75.5% | $6,166-72.9% | $4,740-64.7% |
| Participant deferral / active EE | $2,244 | $8,986-75.0% | $8,363-73.2% | $6,400-64.9% |
| Admin fee / account holder | $150 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |