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 | $48,742 | $97,044-49.8% | $83,333-41.5% | $135,375-64.0% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -5.66% | 12.31%-18.0pp | 10.63%-16.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,226 | $4,143-22.1% | $3,379-4.5% | $4,779-32.5% |
| Participant deferral / active EE | $880 | $5,964-85.2% | $5,565-84.2% | $5,609-84.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |