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 | $43,923 | $180,449-75.7% | $154,107-71.5% | $135,375-67.6% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | -4.25% | 888.09%-892.3pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,225 | $6,035-13.4% | $5,298-1.4% | $4,779+9.3% |
| Participant deferral / active EE | $1,043 | $5,806-82.0% | $5,081-79.5% | $5,609-81.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |