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 | $106,567 | $72,404+47.2% | $110,238-3.3% | $64,186+66.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -0.37% | -6.29%+5.9pp | 314.74%-315.1pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,096 | $2,282-8.1% | $3,826-45.2% | $2,381-12.0% |
| Participant deferral / active EE | $234 | $3,469-93.3% | $4,672-95.0% | $3,470-93.3% |
| Admin fee / account holder | $298 | $5,664-94.7% | $8,547-96.5% | $4,888-93.9% |