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 8-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 | $41,967 | $45,035-6.8% | $62,995-33.4% | $70,131-40.2% |
| Participation rate | 93.2% | 69.5%+23.7pp | 74.8%+18.4pp | 69.5%+23.6pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $6,449 | $2,051+214.4% | $2,759+133.7% | $2,342+175.3% |
| Participant deferral / active EE | $592 | $2,465-76.0% | $3,329-82.2% | $3,332-82.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |