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 | $83,391 | $142,344-41.4% | $119,609-30.3% | $134,475-38.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,083 | $5,222-60.1% | $4,232-50.8% | $4,740-56.1% |
| Participant deferral / active EE | $1,560 | $6,469-75.9% | $5,602-72.2% | $6,400-75.6% |
| Admin fee / account holder | $152 | $13,584-98.9% | $10,323-98.5% | $11,426-98.7% |