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 | $128,516 | $140,588-8.6% | $123,104+4.4% | $125,391+2.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.19% | 16.80%-11.6pp | 13.22%-8.0pp | 282.22%-277.0pp |
| Employer contribution / active EE | $2,278 | $6,041-62.3% | $5,151-55.8% | $4,866-53.2% |
| Participant deferral / active EE | $2,278 | $6,980-67.4% | $6,230-63.4% | $5,352-57.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |