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 | $23,153 | $82,664-72.0% | $125,339-81.5% | $68,494-66.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -18.63% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,454 | $3,381+2.2% | $4,814-28.2% | $2,596+33.0% |
| Participant deferral / active EE | $1,416 | $6,110-76.8% | $7,446-81.0% | $4,027-64.8% |
| Admin fee / account holder | $174 | $6,275-97.2% | $10,010-98.3% | $5,403-96.8% |