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 | $136,181 | $100,754+35.2% | $86,677+57.1% | $134,475+1.3% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -7.90% | 29.04%-36.9pp | 35.91%-43.8pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,339 | $3,489-61.6% | $2,836-52.8% | $4,740-71.8% |
| Participant deferral / active EE | $467 | $5,338-91.2% | $4,656-90.0% | $6,400-92.7% |
| Admin fee / account holder | $29 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |