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 | $32,575 | $135,635-76.0% | $110,238-70.5% | $135,375-75.9% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | -2.92% | 513.19%-516.1pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,418 | $4,906-71.1% | $3,826-62.9% | $4,779-70.3% |
| Participant deferral / active EE | $1,172 | $5,506-78.7% | $4,672-74.9% | $5,609-79.1% |
| Admin fee / account holder | $99 | $11,457-99.1% | $8,547-98.8% | $10,827-99.1% |