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 | $47,990 | $138,065-65.2% | $123,544-61.2% | $135,375-64.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.12% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,982 | $5,151-61.5% | $4,628-57.2% | $4,779-58.5% |
| Participant deferral / active EE | $1,751 | $6,799-74.3% | $6,426-72.8% | $5,609-68.8% |
| Admin fee / account holder | $244 | $10,916-97.8% | $9,284-97.4% | $10,827-97.7% |