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 9-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 | $40,399 | $138,044-70.7% | $125,339-67.8% | $134,475-70.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.23% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,071 | $5,243-79.6% | $4,814-77.7% | $4,740-77.4% |
| Participant deferral / active EE | $1,407 | $7,799-82.0% | $7,446-81.1% | $6,400-78.0% |
| Admin fee / account holder | $87 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |