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 | $54,413 | $127,100-57.2% | $105,738-48.5% | $135,375-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.92% | 4.49%-10.4pp | 6.27%-12.2pp | 519.73%-525.6pp |
| Employer contribution / active EE | $7,399 | $4,107+80.2% | $3,268+126.4% | $4,779+54.8% |
| Participant deferral / active EE | $806 | $5,064-84.1% | $4,080-80.3% | $5,609-85.6% |
| Admin fee / account holder | $188 | $9,087-97.9% | $6,913-97.3% | $10,827-98.3% |