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 | $50,876 | $167,307-69.6% | $143,757-64.6% | $134,475-62.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.69% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,757 | $5,619-50.9% | $4,951-44.3% | $4,740-41.8% |
| Participant deferral / active EE | $789 | $6,446-87.8% | $5,637-86.0% | $6,400-87.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |