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 | $107,933 | $158,817-32.0% | $121,196-10.9% | $135,375-20.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.45% | -0.64%-4.8pp | 16.93%-22.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $14,978 | $5,665+164.4% | $4,022+272.4% | $4,779+213.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |