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 | $29,252 | $138,065-78.8% | $123,544-76.3% | $135,375-78.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -8.70% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $902 | $5,151-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $1,248 | $6,799-81.6% | $6,426-80.6% | $5,609-77.8% |
| Admin fee / account holder | $219 | $10,916-98.0% | $9,284-97.6% | $10,827-98.0% |