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 7-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 | $27,289 | $138,044-80.2% | $125,339-78.2% | $134,475-79.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -11.29% | 750.33%-761.6pp | 572.05%-583.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $4,911 | $5,243-6.3% | $4,814+2.0% | $4,740+3.6% |
| Participant deferral / active EE | $1,762 | $7,799-77.4% | $7,446-76.3% | $6,400-72.5% |
| Admin fee / account holder | $233 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |