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 | $53,743 | $54,726-1.8% | $68,793-21.9% | $64,186-16.3% |
| Participation rate | 93.1% | 68.0%+25.1pp | 72.2%+20.9pp | 69.6%+23.5pp |
| Annual return | -6.38% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,691 | $1,846+208.3% | $2,625+116.8% | $2,381+139.0% |
| Participant deferral / active EE | $25 | $2,626-99.0% | $3,311-99.2% | $3,470-99.3% |
| Admin fee / account holder | $5 | $4,027-99.9% | $5,131-99.9% | $4,888-99.9% |