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 | $40,505 | $100,754-59.8% | $86,677-53.3% | $134,475-69.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.59% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $147 | $5,338-97.3% | $4,656-96.8% | $6,400-97.7% |
| Admin fee / account holder | $18 | $10,926-99.8% | $7,493-99.8% | $11,426-99.8% |