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 | $78,976 | $167,484-52.8% | $151,611-47.9% | $134,475-41.3% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | -16.90% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,852 | $6,829-72.9% | $6,166-70.0% | $4,740-60.9% |
| Participant deferral / active EE | $2,367 | $8,986-73.7% | $8,363-71.7% | $6,400-63.0% |
| Admin fee / account holder | $188 | $13,783-98.6% | $11,616-98.4% | $11,426-98.4% |