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 | $47,271 | $92,222-48.7% | $76,768-38.4% | $135,375-65.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -5.67% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,426 | $3,216+68.7% | $2,485+118.3% | $4,779+13.5% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $73 | $10,748-99.3% | $6,675-98.9% | $10,827-99.3% |