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 7-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 | $51,028 | $175,600-70.9% | $129,110-60.5% | $134,475-62.1% |
| Participation rate | 72.7% | 81.6%-8.8pp | 77.3%-4.5pp | 81.2%-8.5pp |
| Annual return | -6.08% | -11.39%+5.3pp | -10.94%+4.9pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,917 | $6,355-69.8% | $5,052-62.0% | $4,740-59.5% |
| Participant deferral / active EE | $1,973 | $7,975-75.3% | $6,542-69.8% | $6,400-69.2% |
| Admin fee / account holder | $245 | $23,567-99.0% | $14,302-98.3% | $11,426-97.9% |