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 | $28,045 | $100,754-72.2% | $86,677-67.6% | $134,475-79.1% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -16.29% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,540 | $3,489-55.9% | $2,836-45.7% | $4,740-67.5% |
| Participant deferral / active EE | $1,678 | $5,338-68.6% | $4,656-64.0% | $6,400-73.8% |
| Admin fee / account holder | $160 | $10,926-98.5% | $7,493-97.9% | $11,426-98.6% |