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 | $45,468 | $127,386-64.3% | $115,037-60.5% | $125,391-63.7% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -1.94% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,846 | $5,166-25.5% | $4,608-16.5% | $4,866-21.0% |
| Participant deferral / active EE | $331 | $6,423-94.8% | $6,026-94.5% | $5,352-93.8% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |