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 | $123,768 | $65,703+88.4% | $94,224+31.4% | $59,632+107.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.20% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $4,052 | $2,021+100.5% | $3,587+13.0% | $2,203+84.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $74 | $4,264-98.3% | $6,269-98.8% | $4,297-98.3% |