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 | $34,495 | $160,055-78.4% | $140,016-75.4% | $135,375-74.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.57% | 911.38%-918.9pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,526 | $6,420-76.2% | $5,606-72.8% | $4,779-68.1% |
| Participant deferral / active EE | $1,565 | $7,642-79.5% | $6,927-77.4% | $5,609-72.1% |
| Admin fee / account holder | $197 | $13,328-98.5% | $10,705-98.2% | $10,827-98.2% |