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 5-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 | $58,096 | $105,860-45.1% | $90,749-36.0% | $134,475-56.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 40.18% | -11.01%+51.2pp | -12.16%+52.3pp | 417.96%-377.8pp |
| Employer contribution / active EE | $21,992 | $3,462+535.2% | $2,921+652.9% | $4,740+364.0% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $142 | $13,938-99.0% | $8,445-98.3% | $11,426-98.8% |