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 | $46,967 | $167,484-72.0% | $151,611-69.0% | $134,475-65.1% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -18.54% | 7.80%-26.3pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,925 | $6,829-71.8% | $6,166-68.8% | $4,740-59.4% |
| Participant deferral / active EE | $1,925 | $8,986-78.6% | $8,363-77.0% | $6,400-69.9% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |