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 | $92,006 | $81,900+12.3% | $119,609-23.1% | $68,494+34.3% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -16.62% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,667 | $2,693-1.0% | $4,232-37.0% | $2,596+2.7% |
| Participant deferral / active EE | $1,694 | $4,148-59.1% | $5,602-69.8% | $4,027-57.9% |
| Admin fee / account holder | $59 | $6,582-99.1% | $10,323-99.4% | $5,403-98.9% |