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 | $33,726 | $138,044-75.6% | $125,339-73.1% | $134,475-74.9% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -15.33% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $997 | $5,243-81.0% | $4,814-79.3% | $4,740-79.0% |
| Participant deferral / active EE | $1,193 | $7,799-84.7% | $7,446-84.0% | $6,400-81.4% |
| Admin fee / account holder | $246 | $11,571-97.9% | $10,010-97.5% | $11,426-97.8% |