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 | $57,108 | $55,041+3.8% | $45,164+26.4% | $134,475-57.5% |
| Participation rate | 84.6% | 63.8%+20.8pp | 55.2%+29.5pp | 81.2%+3.4pp |
| Annual return | -15.02% | -19.63%+4.6pp | -20.28%+5.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $6,887 | $3,006+129.1% | $2,321+196.7% | $4,740+45.3% |
| Participant deferral / active EE | $0 | $3,822-100.0% | $3,184-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,029-100.0% | $3,071-100.0% | $11,426-100.0% |